Strategic Internal Market Consultant (Hybrid)

CFA Society Atlanta Inc.; Atlanta (GA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

A leading global investment firm in Atlanta, GA is seeking an Internal Market Consultant to manage and enhance relationships with intermediary clients. This full-time role involves conducting consultative sales, engaging with clients, and promoting investment solutions. Ideal for candidates with 2-5 years of financial services experience and a consultative, client-first approach. The firm offers comprehensive benefits and a hybrid work model, valuing collaboration and inclusivity among employees.

Qualifications

• 2-5 years of consultative selling experience in financial services preferred.
• FINRA Series 7 and 63/65 or 66 required for role.
• A strong desire to learn about capital markets and investment solutions.

Responsibilities

• Manage long-standing trusted partnerships with intermediary clients.
• Conduct consultative calls and webinars with financial advisors.
• Document all client interactions into the CRM system.

Skills

Consultative selling

Client relationship management

Listening skills

Presentation skills

Interpersonal skills

Education

College degree or equivalent experience

Job description

A leading global investment firm in Atlanta, GA is seeking an Internal Market Consultant to manage and enhance relationships with intermediary clients. This full-time role involves conducting consultative sales, engaging with clients, and promoting investment solutions. Ideal for candidates with 2-5 years of financial services experience and a consultative, client-first approach. The firm offers comprehensive benefits and a hybrid work model, valuing collaboration and inclusivity among employees.