Territory Investment Consultant - Hybrid & Growth

Global X ETFs; Newark (NJ); Hybrid; USD 50,000 - 55,000; Full time

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 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.