Investment Consultant

Global X ETFs

. Grow the existing client base and Global X product usage through a consultative phone-based approach .

Posted 9/18/2026full-timeNewark • New Jersey • United StatesMid-LevelSenior💰 $50,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and business development skills within the financial services industry, with a focus on consultative sales and territory management. Proficient in product knowledge, capital markets, and industry trends to effectively meet client needs and drive sales growth.

Highest-signal resume keywords

Client Relationship ManagementBusiness DevelopmentFinancial Industry ExperienceConsultative Sales ApproachSIE Certification

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisPortfolio ConstructionCapital Markets KnowledgeSales Strategy DevelopmentLead GenerationTerritory Business PlanningClient Needs AssessmentSales Activity StandardsProduct KnowledgeFinancial Services Sales

Soft Skills

Verbal CommunicationWritten CommunicationTeam CollaborationSelf-StarterCoachable

Tools & Technologies

CRM SoftwareWeb-Based Presentation ToolsEmail Communication ToolsLead Management Systems

Certifications & Qualifications

SIE CertificationSeries 7 (Preferred)Series 63/66 (Preferred)

Industry Keywords

Financial AdvisorsWire HousesIndependent Broker DealersIndependent RIAsEntrepreneurial EnvironmentClient ExperienceSales GrowthConsultative Approach

About the role

Key responsibilities & impact

Grow the existing client base and Global X product usage through a consultative phone-based approach
Develop and execute a thoughtful territory business plan
Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow-up activities
Exceed client-focused activity standards, including calls, emails, and web-based presentations
Demonstrate proficiency in product knowledge, industry trends, portfolio construction, and capital markets
Partner with colleagues across the firm to deliver an exceptional client experience
Cover and grow sales in a defined territory and contribute to the overall team-based sales effort
Develop and manage lasting relationships with financial advisors at wire houses, independent broker dealers, and independent RIAs

Requirements

What you’ll need

BA/BS degree required; emphasis on finance or economics preferred
Able to identify and anticipate client needs and make recommendations for implementation
Enthusiastic team player and self-starter able to prioritize and work in a fast-paced entrepreneurial environment
Coachable and able to incorporate feedback into performance
Exceptional verbal and written communication skills
Results oriented
Technologically proficient and knowledgeable
Strong customer relationship management and servicing skills, as well as internal corporate relationship management capabilities
Able to develop strong working relationships with colleagues, teams, and clients
1–3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus
SIE required
Series 7 and 63/66 are not required at time of hire, but preferred
Legally authorized to work in the United States
Must be able to work three days a week in the NYC office without relocation, as indicated in the application form

Benefits

Comp & perks

Competitive base salary with annual performance-based bonus
Annual and monthly bonuses
Comprehensive medical, dental, and vision insurance
401(k) retirement plan with company matching
Generous paid time off and company holidays
Professional development and continuing education opportunities
Hybrid work flexibility
Life and disability insurance
Wellness programs and employee assistance program (EAP)