Internal Advisor Consultant (Financial Services)

Location: Boston, Massachusetts; in-office collaboration at least four days per week, with flexibility to work from home one day per week.

Base salary: $60,000 per year, with potential bonus, commissions, and/or long-term incentives.

Company

hirify.global operates financial services businesses including Columbia Threadneedle Investments and RiverSource Insurance and Annuities, with a global investment team serving clients across major asset classes and markets.

What you will do

• Build, maintain, and deepen relationships with clients and colleagues.
• Assist clients with investment selection through a consultative sales process.
• Partner with a senior salesperson to develop business plans and achieve goals.
• Engage with clients and prospects, responding to questions accurately and promptly.
• Track client interactions and prepare for calls and meetings.
• Research and communicate industry changes, sales trends, and portfolio features affecting product positioning.

Requirements

• Bachelor’s degree.
• At least one year of experience in sales or financial services.
• Ability to build and maintain strong client relationships.
• Exceptional verbal, written, communication, and presentation skills.
• Proactive, high-energy approach with a strong drive for success.
• Valid US work authorization that does not require visa sponsorship now or in the future; Series 7 and Series 66 licenses, or the ability to obtain them within the defined timeframe.

Culture & Benefits

• Collaborative, client-centric, relationship-based work environment.
• Top-tier sales training and clear career paths into sales leadership, product, marketing, or investments.
• Vacation and sick time.
• 401(k), health, dental, and life insurance.
• Performance-based compensation with variable pay opportunities depending on the role.

Hiring process

• This role maintains an active talent pool for future openings.
• Applications are reviewed, and candidates with a strong match are contacted as suitable positions become available.