Job purpose:

  • Our Internal Consulting Group, located in Newark, NJ, is currently seeking a highly motivated Internal Investment Consultant to serve as an integral part of an elite team of investment professionals
  • The team is responsible for the development and management of lasting relationships with financial advisors at wire houses, independent broker dealers and independent RIAs
  • The Investment Consultant will part of a larger internal sales team to cover and grow sales in a defined territory and contribute to the overall team-based sales effort.

Your Responsibilities:

  • Grow existing client base and Global X product usage through a consultative phone-based approach
  • Develop and execute a thoughtful territory business plan
  • Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow up activities
  • Exceed client focused activity standards which include calls, emails and web-based presentations
  • Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets
  • Partner with colleagues across the firm to deliver an exceptional client experience.


  • BA/BS degree required, emphasis on finance or economics preferred
  • Able to identify and anticipate client needs and make recommendations for implementation
  • Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced entrepreneurial environment
  • Coachable; able to incorporate feedback into performance
  • Exceptional verbal and written communication skills
  • Results oriented
  • Technologically proficient and knowledgeable
  • Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities
  • Able to develop strong working relationships with colleagues, teams, and clients
  • 1-3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus
  • Licenses: Series 7 and 63/66 are not required, but preferred.

Source: for more information click here.