Investment Consultant

Global X ETFs

Newark (NJ)

Hybrid

USD 50,000 - 55,000

Full time

11 days ago
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Hybrid work flexibility
Competitive base salary
Annual and monthly bonuses
Medical, dental, and vision insurance
401(k) with company matching
Generous paid time off and holidays
Professional development opportunities

Job summary

Global X Management Company LLC is seeking a motivated Investment Consultant to join the Internal Consulting Group in Newark, NJ. You will support growth by engaging financial advisors through a consultative, phone-based approach and by executing strategic territory plans.

The role emphasizes relationship management, product knowledge, and collaboration with internal teams to deliver an outstanding client experience in a fast-paced environment. Hybrid work flexibility is offered.

Qualifications

  • BA/BS degree required, emphasis on finance or economics preferred
  • 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

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 product knowledge, industry trends, portfolio construction and capital markets
  • Partner with colleagues across the firm to deliver an exceptional client experience

Skills

CRM skills
Sales experience
Communication skills
Team player
Tech savvy

Education

BA/BS in finance or economics

Tools

CRM software

Job description

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,

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Investment Consultant — Territory Growth & Advisory
Investment Consultant — Territory Growth & Advisory

Global X ETFs • Newark (NJ)

Hybrid
USD 50,000 - 55,000
Hybrid work flexibility
Competitive salary + bonus programs
401(k) retirement plan with company匹配
+2
Principal Software Engineer
Principal Software Engineer

Global X ETFs • New York (NY)

Hybrid
USD 230,000 - 245,000
Hybrid work flexibility
401(k) match
Wellness programs
+2
Senior Product Manager - Investment Platform
Senior Product Manager - Investment Platform

Global X ETFs • New York (NY)

Hybrid
USD 190,000 - 210,000
Hybrid work flexibility
401(k) matching
Medical, dental, vision insurance
+4
Research Analyst
Research Analyst

Global X ETFs • New York (NY)

Hybrid
USD 120,000 - 130,000
Hybrid work flexibility
Annual bonus
Comprehensive benefits
+3
ETF Research Analyst
ETF Research Analyst

Global X ETFs • New York (NY)

Hybrid
USD 120,000 - 130,000
Hybrid work flexibility
Competitive compensation package
Professional development opportunities
ETF Research Analyst
ETF Research Analyst

Socket.dev • New York (NY)

On-site
USD 120,000 - 130,000
Associate, Portfolio Administration
Associate, Portfolio Administration

Global X ETFs • New York (NY)

Hybrid
USD 110,000 - 120,000
Hybrid work model
Annual performance bonus
401(k) with company matching
+2
Associate, Portfolio Administration
Associate, Portfolio Administration

Socket.dev • New York (NY)

Hybrid
USD 110,000 - 120,000
Hybrid work flexibility
Performance-based bonus
401(k) matching
+5
Territory Investment Consultant - Hybrid & Growth
Territory Investment Consultant - Hybrid & Growth

Global X ETFs • Newark (NJ)

Hybrid
USD 50,000 - 55,000
Hybrid work flexibility
Competitive base salary
Annual and monthly bonuses
+4
Associate, Portfolio Management - QFI
Associate, Portfolio Management - QFI

Socket.dev • New York (NY)

Hybrid
USD 135,000 - 145,000
Hybrid work flexibility