Investment Consultant

Posted 10 Days Ago
Be an Early Applicant
Newark, NJ, USA
Hybrid
50K-55K Annually
Junior
Cryptocurrency • NFT
The Role
Develops and grows relationships with financial advisors through consultative phone-based sales. Responsibilities include managing a defined territory, increasing product usage, prospecting for new business, executing territory plans, conducting client communications and web presentations, and providing investment product, portfolio construction, and capital markets expertise. The role also collaborates cross-functionally to deliver strong client experiences.
Summary Generated by Built In

Global X Management Company LLC (“Global X”) is seeking a highly motivated professional to join our Internal Consulting Group, located in Newark, NJ 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.

 

Primary 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

 

Desired Skills and 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: SIE required. Series 7 and 63/66 are not required at time of hire, but preferred

 

Our Offering

Global X offers a competitive salary range of a base salary of $50,000-$55,000 in addition to annual and monthly bonuses. Global X is a fast-paced environment geared towards performance and attractive career opportunities, with an open corporate culture that values and rewards the contributions of every individual.

Global X does not accept unsolicited resumes or candidate profiles from recruitment agencies, search firms, or third-party recruiters.

Compensation & Benefits

Global X offers a competitive total compensation package, including base salary, annual performance bonus, and a comprehensive benefits program:

  • Competitive base salary with annual performance-based bonus

  • Comprehensive medical, dental, and vision insurance

  • 401(k) retirement plan with company matching

  • Generous paid time off and company holidays

  • Professional development and continuing education opportunities

  • Hybrid work flexibility

  • Life and disability insurance

  • Wellness programs and employee assistance program (EAP)

About Global X

Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and more than $94 billion in assets under management as of June 30, 2026. While we are distinguished for our thematic, income, and international ETFs, we also offer core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com.
Global X is a member of Mirae Asset Financial Group (Mirae Asset), a global leader in financial services, with $1 trillion in assets under management worldwide as of May 31, 2026. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea,

Skills Required

  • Bachelor’s degree (BA or BS)
  • Series 65 equivalent SIE license
  • Finance or economics academic emphasis
  • 1–3 years of financial industry or sales experience in a business development capacity at a financial services firm
  • Series 7 license
  • Series 63 or 66 license
  • Exceptional verbal and written communication skills
  • Customer relationship management and servicing skills
  • Ability to identify client needs and make implementation recommendations
  • Ability to develop strong relationships with clients, colleagues, and teams
  • Technological proficiency
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The Company
HQ: New York, New York
217 Employees
Year Founded: 2008

What We Do

Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETFs, spanning disruptive technology, equity income, commodities, hard-to-access emerging markets, and more. Or simply put, we strive to offer investors something beyond ordinary. Global X is a member of Mirae Asset Global Investments, a Seoul-based global enterprise which offers asset management expertise worldwide. Explore our ETFs, research and insights, and more at globalxetfs.com Important disclosures: globalxetfs.com/privacy-policy Global X ETFs is a trade name of Global X Management Company LLC and is not to be confused with Global X Funds, which is a separate legal entity with no employees.

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