National Advisor Consultant

Were intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

About This Opportunity

We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.

All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.

About the Role

Join us as a National Advisor Consultant and take the next step in building your expertise in sales and finance. In this role, you’ll cultivate strong client relationships, deepen your industry knowledge, and thrive in a collaborative team environment.

We’re looking for individuals who are personable, detail-oriented, and driven to exceed goals. If you’re passionate about growth and success, this is your opportunity to shape a rewarding career path.

Key Benefits of This Role

• Expand your financial services knowledge

• Engage with clients and colleagues daily

• Access top-tier sales training

• Clear career paths—many team members advance into sales leadership or move into product, marketing, or investments

Key Responsibilities

As a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:

• Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.

• Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products.

• Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.

• Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.

• Solicits feedback from managers, sales desk, and wholesalers.

• Takes and inputs literature orders.

• Maintains management software.

• Assumes additional responsibilities as requested.

Required Qualifications

• Bachelors degree or equivalent.

• Excellent organizational, communication and interpersonal skills.

• Attention to detail and accuracy.

• Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.