Investment Solutions Consultant — On‑Site NY

Goldsands Group; New York (NY); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Finance and investments

Client advisory

Financial planning

Analytical skills

Sales experience

Ethics and compliance

Cross-functional collaboration

CRM tools

Formazione

Bachelor’s degree in Finance/Economics/Business

Strumenti

Financial software

CRM tools

Descrizione del lavoro

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.