Associate Sales Consultant (December 2026 & Spring 2027 Graduates)
Core
Support clients in Workplace Retirement or Personal Investors by providing education, guidance, and support on retirement planning, investment options, and portfolio-related questions to help them make informed financial decisions.
Role type
Associate Sales Consultant (Financial Services)
Builds
Client relationships and trust in retirement planning and investment products
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Communication, relationship building, consultative selling, financial product knowledge, regulatory compliance awareness
Preferred skills
Financial planning or finance major, internship experience, SIE exam completion
Technologies
AI-augmented platforms
Responsibilities
Serve as first point of contact for client inquiries, build client relationships, educate clients on investment offerings, identify referral opportunities for licensed consultants, collaborate with internal partners, meet client experience and business development goals
Seniority
Entry-level, full-time student