Associate Sales Consultant (Personal Investors)

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

Base salary: $67,000–$93,000 annually for Maryland and remote workers. Eligible for overtime pay and discretionary bonus consideration.

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 first point of contact for prospects and existing personal investor clients seeking investment, retirement, or education planning guidance.
• Drive defined sales targets, net new flows, client satisfaction, and asset retention.
• Build product and service expertise to recommend appropriate investment solutions.
• Use consultative questioning to identify consolidation and additional sales opportunities.
• Nurture client relationships, strengthen loyalty, and advance opportunities through the sales process.
• Coordinate with internal partners to deliver suitable solutions and develop new investor relationships.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• 0+ years of relevant work experience.
• FINRA Series 7 and Series 66 licenses are required; licenses may be obtained within the designated period with dedicated paid preparation time and resources.
• Ability to complete the training program before using the one-day-per-week remote-work arrangement.

Nice to have

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

Culture & Benefits

• Collaborative and inclusive work environment.
• 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.

Hiring process

• Eligibility questions are sent by email and text message.
• Eligible candidates complete an online assessment and recorded introductory video responses through HireVue.