Associate Sales Consultant (Finance)

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

Salary: $67,000–$93,000 annual base salary, plus potential discretionary bonus and overtime eligibility.

Company

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

What you will do

• Serve as a first point of contact for clients with investing, retirement planning, education savings, and account-related questions.
• Build client relationships by understanding financial goals, needs, and priorities.
• Educate clients on investment offerings, retirement plans, financial planning resources, and available solutions.
• Use a consultative approach to identify appropriate products, resources, and referral opportunities.
• Connect clients with specialized financial consultants for advanced planning conversations.
• Develop expertise in financial markets, investment products, retirement planning, and industry regulations while meeting client experience and relationship-growth goals.

Requirements

• Full-time student pursuing a bachelor's degree with expected graduation between December 2026 and May/June 2027.
• Strong communication, customer service, problem-solving, listening, and relationship-building skills.
• Interest in financial services, sales, or client relationship management.
• Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe.
• Commitment to ongoing learning of AI-augmented platforms.
• Applicants must have US work authorization that does not now or in the future require employment visa sponsorship.

Nice to have

• Coursework in financial planning, finance, economics, wealth management, business, or CFP-aligned programs.
• Internship, leadership, customer service, sales, campus organization, or other relevant experience.
• Successful completion of the Securities Industry Essentials exam.
• Interest in advice, planning, and relationship-based consulting.

Culture & Benefits

• Structured orientation with interactive learning, real-world client scenarios, mentorship, and exposure to leaders and career paths.
• Comprehensive training and dedicated paid study time for FINRA licensing.
• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility, retirement plan, health and wellness benefits, and paid time off.
• Family care resources, including fertility and adoption benefits, plus volunteering days.