Maryland Licensed Sales Consultant

Job Summary

To support the Individual Investors organization, the full-time Maryland Licensed Sales Consultant will provide education and guidance to clients, driving net new flows and retaining assets while working in a hybrid environment with up to one day per week from home.

Key responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking financial education and advice
• Deliver on defined sales targets and maintain relationships with Core Personal Investors clients
• Leverage financial acumen to manage multiple clients and uncover additional sales opportunities through a consultative approach

Required qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 0+ years of relevant work experience
• Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy