Job Details

Represent all products distributed and marketed by Columbia Management. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives. Identify client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (e.g. marketing, senior leaders, field leaders). Conduct sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients. Required Qualifications. Bachelors degree or equivalent work experience. Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler. Series 7, state secur...Consultant, Advisor, Financial Advisor, Regional, Asset Manager, Financial Planning, Business Services