DC Licensed Regional Advisor Consultant

Job Summary

Partnering with advisors to drive sales and brand recognition, the full-time salaried DC Licensed Regional Advisor Consultant will consult on mutual funds and separate accounts while managing a designated territory, with the option for remote work for qualified candidates.

Key Responsibilities

• Represent and market Columbia's products in the assigned territory, developing relationships with new and existing advisors
• Collaborate with internal wholesalers to create business plans and achieve regional sales goals
• Conduct training sessions and joint sales presentations, providing investment solutions to financial advisors

Required Qualifications

• Bachelor's degree or equivalent work experience
• 3-5 years of experience in mutual fund/separate account wholesaling or support
• In-depth knowledge of mutual funds and separate accounts
• Proven ability to deliver dynamic sales presentations
• Series 7 and state securities agent registration (S63 or S66), or ability to obtain within a defined timeframe