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Associate - Retirement Sales Specialist
BlackRock. Represent BlackRock’s retirement business and deliver full capability to retail Wirehouse, RIA, and Independent advisors .
Posted 5/1/2026full-timePrinceton • Massachusetts, New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $105,000 - $137,500 per yearWebsite
About the role
Key responsibilities & impact- Represent BlackRock’s retirement business and deliver full capability to retail Wirehouse, RIA, and Independent advisors
- Drive deeper commercial results and expand relationships with largest fastest growing retirement financial advisors
- Cultivate new relationships across discrete client focus list
- Partner closely with key COIs across record keeper partners to create leverage and uncover new commercial opportunities
- Uncover client needs and deploy appropriate products, solutions or resources
- Demonstrate mastery of BlackRock’s products and digital platforms
- Build efficient strategies to maximize engagement and influence
Requirements
What you’ll need- Bachelor’s degree required
- Minimum 3+ years in asset management sales
- CFP, CIMA, CAIA or CFA preferred
- Strong financial services background with knowledge of investment trends and advisor practices
- Exceptional verbal and written communication skills
- Strong sales, partnership, and organizational skills, including profiling and resource deployment
- Mastery of virtual engagement technology including Webex and Zoom
- NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both
- Clean U-4
Benefits
Comp & perks- healthcare
- leave benefits
- retirement benefits
- annual discretionary bonus
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
asset management salesfinancial servicesinvestment trendsadvisor practicesresource deploymentclient needs assessmentproduct solutions
Soft Skills
communication skillssales skillspartnership skillsorganizational skillsrelationship building
Certifications
Bachelor's degreeCFPCIMACAIACFANASD Series 7NASD Series 66NASD Series 63NASD Series 65