Investment Consultant

Global X ETFs

Investment Consultant at Global X managing client relationships and product usage through consultative sales approach. Develops business plans and identifies new opportunities for growth.

Posted 7/6/2026full-timeNewark • New Jersey • 🇺🇸 United StatesJunior💰 $50,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Grow 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 which include calls, emails and web-based presentations
Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets.
Partner with colleagues across the firm to deliver an exceptional client experience

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 with ability to prioritize and work in a fast-paced entrepreneurial environment.
Coachable; 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
Licenses: SIE required, series 7 and 63/66 are not required at time of hire, but preferred

Benefits

Comp & perks

Competitive base salary with annual performance-based bonus
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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisPortfolio ConstructionCapital Markets KnowledgeLead GenerationSales Strategy

Soft Skills

Team PlayerSelf-StarterResults OrientedCoachablePrioritization

Certifications

SIE