Associate Sales Consultant (Workplace)

Location: Owings Mills, Maryland, United States; hybrid schedule with up to one day per week from home after successful completion of training.

Base salary: $67,000–$93,000 per year, plus potential discretionary bonus; eligible for overtime pay.

Company

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

What you will do

• Serve as the initial contact for participant service requests involving investments, mutual funds, and accounts.
• Resolve complex account issues and provide retirement strategy and portfolio guidance.
• Identify and qualify high-value participants for referral to Financial Consultants.
• Use a consultative approach to understand participant needs and recommend appropriate solutions.
• Support asset retention through education on plan-specific and general distribution options.
• Meet defined sales targets and maintain knowledge of products, services, and financial industry regulations.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 0+ years of relevant work experience.
• Series 7 and Series 66 licenses must be obtained within the designated licensing window.
• Ability to complete the required FINRA licensing process with company-provided paid time and resources.

Nice to have

• Sales experience.
• Financial industry experience.
• Existing Series 7 and Series 66 licenses.

Culture & Benefits

• Hybrid work schedule after training completion.
• Annual bonus eligibility and competitive compensation.
• Retirement plan, health and wellness benefits, and online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive work environment with equal opportunity and fair treatment.

Hiring process

• Complete eligibility questions by email and text message.
• Complete an online assessment and recorded introductory video responses through HireVue.
• Recruiting review followed by an interview for selected candidates.