TallahasseeRecruiter Since 2001
the smart solution for Tallahassee jobs

Investment Consultant - Internal Wholesaler (FL)

Company: Global X ETFs
Location: Tallahassee
Posted on: June 24, 2022

Job Description:

Our Internal Consulting Group, located in Miami, FL, is currently seeking a highly motivated Internal Investment Consultant 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: Series 7 and 63/66 are not required, but preferred

Our Offering

Global X offers a competitive salary and benefits package. 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.

About Global X

Global X Management Company LLC ("Global X") is the Adviser to Global X Funds, a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across global markets. Global X was founded in 2008 with the mission of listening to and empowering clients to invest wisely in unexplored and intelligent solutions. With over $43 billion in assets under management, Global X Funds currently offers exchange-traded funds in the Thematic Growth, Income, Core, International Access, Commodities, Alpha and Risk Management fund suites. For more information, please visit www.globalxfunds.com.

Keywords: Global X ETFs, Tallahassee , Investment Consultant - Internal Wholesaler (FL), Professions , Tallahassee, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Tallahassee RSS job feeds