Financial Sales Consultant

Goldsands Group; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Goldsands Group in New York, NY seeks a Financial Sales Consultant for a full-time, on-site role to identify prospective clients, present tailored financial solutions, and promote investment opportunities aligned with hospitality projects.

You will conduct financial assessments, deliver sales presentations, guide clients through planning and decisions, and maintain long-term relationships while collaborating with internal teams to ensure compliance and growth of the investment portfolio.

Qualifications

• Strong background in Finance and Investments with ability to explain complex concepts clearly.
• Experience in Financial Planning and Retirement Planning, assessing client goals and designing strategies.
• Demonstrated Analytical Skills for evaluating investment opportunities and client portfolios.
• Proven track record in financial sales or consulting, preferably in investment, banking, or wealth management.
• Excellent communication, negotiation, and relationship-building abilities with a client-focused mindset.

Responsibilities

• Identify and engage prospective clients.
• Present tailored financial solutions and promote investment opportunities.
• Conduct financial assessments and guide clients through planning and decisions.
• Maintain strong, long-term client relationships.
• Collaborate with internal finance and development teams to align client strategies and ensure compliance.

Skills

Finance and investments

Client advisory

Financial planning

Analytical skills

Sales experience

Ethics and compliance

Cross-functional collaboration

CRM tools

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Financial software

CRM tools

Job description

Company Description

Goldsands Group, through Goldsands Hotels and Resorts Ltd, is a leading hotel development and investment organization in Bangladesh, known for its strong emphasis on quality and process at every stage of development. The company partners with investors to drive profitable growth and long-term value in the hospitality sector. Its ambition is to build and develop world-class hotels and resorts in prime tourism locations. Goldsands Group is committed to delivering genuine hospitality experiences while contributing to the advancement of the tourism industry and the broader economy.

Role Description

The Financial Sales Consultant is a full-time, on-site role based in New York, NY. This position focuses on identifying and engaging prospective clients, presenting tailored financial solutions, and promoting investment opportunities aligned with Goldsands Group’s hospitality projects. Day-to-day responsibilities include conducting financial assessments, preparing and delivering sales presentations, guiding clients through financial planning and investment decisions, and maintaining strong, long-term client relationships. The consultant will collaborate with internal finance and development teams to align client strategies with company objectives, monitor market trends, and ensure compliance with relevant financial regulations and company policies. The role requires consistent follow-up, accurate documentation, and a proactive approach to achieving sales targets and contributing to the growth of the organization’s investment portfolio.

Qualifications

• Strong background in Finance and Investments, with the ability to explain complex concepts in clear, client-friendly terms.
• Experience in Financial Planning and Retirement Planning, including assessing client goals and designing suitable strategies.
• Demonstrated Analytical Skills for evaluating investment opportunities, market data, and client portfolios.
• Proven track record in financial sales or consulting, preferably within investment, banking, or wealth management environments.
• Excellent communication, negotiation, and relationship-building abilities, with a client-focused mindset.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, Series licenses) are an advantage.
• Comfort working in an on-site, fast-paced setting and collaborating with cross-functional teams.
• High ethical standards, attention to detail, and proficiency with financial software and CRM tools.