Financial Consultant - Wealth Services (Financial Services)

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

Base salary: $80,000–$117,000 annually, depending on location, experience, and skills

Company

Global asset management organization providing equity, fixed income, multi-asset, investment, retirement, and wealth management solutions.

What you will do

• Build and deepen client relationships through proactive outreach, scheduled meetings, video meetings, calls, and email.
• Identify outside assets, consolidation opportunities, rollovers, transfers, and other solutions aligned with client needs.
• Support financial planning and advisory conversions by explaining the value of advice capabilities and coordinating client handoffs.
• Provide education and guidance related to investments and retirement needs within the scope of the role.
• Manage Salesforce activity, client opportunities, follow-ups, documentation, and the sales pipeline.
• Ensure client transactions, recommendations, documentation, and communications are accurate and compliant.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• At least 2 years of relevant experience in financial services, relationship management, sales, business development, client service, or a related function.
• FINRA Series 7 license.
• FINRA Series 66 license.
• CRPC designation or ability to obtain it within the designated timeframe in accordance with applicable licensing requirements.
• Ability to work in the stated hybrid arrangement in Owings Mills, Maryland.

Nice to have

• At least 3 years of sales or relationship management experience with individual investors.
• Experience working with affluent or high-net-worth clients.

Culture & Benefits

• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility and competitive compensation.
• Retirement plan and 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.
• Inclusive workplace focused on equal opportunity and diversity of thought.