Financial Consultant (Personal Investors)

Location: Owings Mills, Maryland, United States; hybrid work with up to one day per week from home.

Base salary: $80,000–$117,000 per year, plus potential discretionary bonus and overtime eligibility.

Company

Global asset management organization providing investment solutions and equity, fixed-income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Serve as the initial point of contact for prospects and clients seeking education or advice on investment, retirement, and education planning.
• Develop needs-based financial solutions and assist with asset consolidation through rollovers, transfers, and bank contributions.
• Use a consultative sales approach to deliver quality client conversations and achieve defined sales targets.
• Manage daily priorities, Salesforce CRM activity, and the sales pipeline.
• Apply knowledge of financial services, legal, tax, and regulatory matters to guide clients.
• Partner with Advice and High Net Worth teams when clients require additional products or services.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• At least 2 years of relevant work experience.
• FINRA Series 7 and Series 66 licenses are required.
• CRPC designation must be obtained within the designated licensing-policy window.
• Strong listening and verbal communication skills.

Nice to have

• At least 3 years of sales experience working with individual investors.
• In-depth financial services industry knowledge and awareness of current market events.
• Client-first mindset and interest in helping clients achieve financial goals.

Culture & Benefits

• Hybrid work schedule with limited work-from-home flexibility.
• Dedicated paid time and resources to support the FINRA licensing process.
• Annual bonus eligibility and retirement plan.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.