Investment Consultant (Investment Management)

Location: Remote based in or around Baltimore, Washington, DC, or Northern Virginia; 40–50% travel required

Starting base salary: $101,231–$172,355 per year, plus eligibility for bonuses and/or commissions.

Company

Financial services organization providing investment research, portfolio management, macroeconomic outlooks, and strategic asset allocation for financial advisors and high-net-worth clients.

What you will do

• Develop programs to increase referrals from independent financial advisors, accounting firms, and law firms.
• Build and maintain partnering relationships with referral sources and high-net-worth clients.
• Communicate firm and industry developments to independent financial advisors.
• Facilitate new account openings, account transfers, and the transition from sales to portfolio management.
• Prepare and deliver client presentations and individual meetings within the assigned territory.
• Generate new assets under management through a consultative sales approach.

Requirements

• Bachelor’s degree.
• At least 5 years of financial experience, preferably in investment management.
• At least 2 years of experience serving high-net-worth or ultra-high-net-worth markets.
• At least 2 years of experience delivering formal client presentations.
• Ability to travel 40–50% of the time.
• FINRA Series 65 or Series 66, or the ability to obtain the required qualification.

Nice to have

• CFA charterholder status or progress toward becoming a CFA charterholder.
• Master’s degree.
• Experience with portfolio management, investment techniques, asset allocation, capital markets, financial instruments, and financial planning.
• Prior success in high-net-worth or ultra-high-net-worth markets.
• Strong strategic thinking, communication, presentation, and consultative sales skills.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month after starting.
• Company-matched 401(k) contributions.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Health and family planning benefits, including fertility support and specialized care programs.
• Career mobility support and colleague resource groups.