Accredited Investor Advisor – Private Markets Sales

StartEngine Crowdfunding, Inc.; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Equity

Unlimited PTO

Remote

Team off-sites

Maternity/Paternity leave

401K

Flexible hours

WeWork usage (optional)

Job summary

StartEngine Crowdfunding, Inc. is seeking a remote, US-based sales professional to engage accredited investors and guide them through investment opportunities on our equity crowdfunding platform.

You’ll build lasting relationships, present opportunities clearly, and collaborate with internal teams to drive deals from first call to close. The ideal candidate has FINRA Series 7/63, strong outbound selling experience, and a passion for finance, private equity, and innovative tech sectors.

Qualifications

• FINRA registration required: Series 7 and Series 63.
• Based in the United States and able to work remotely.
• Strong relationship-building and consultative selling skills.
• Experience in outbound sales and prospecting.
• Passion for finance, private equity, and technology sectors.
• Confidently present investment opportunities with clarity.
• High emotional intelligence and entrepreneurial mindset.

Responsibilities

• Be a trusted partner to elite investors.
• Build relationships with accredited investors across the U.S.
• Consult with investors to understand portfolio goals and risk appetites.
• Serve as the inside connection for exclusive issuers.
• Identify opportunities to align investor interests with upcoming private offerings.
• Collaborate with internal teams to ensure a seamless experience from first call to closed deal.
• Drive deal flow and overall market momentum.

Skills

Outbound sales

Relationship building

Communication

Financial market knowledge

Job description

StartEngine Crowdfunding, Inc. is seeking a remote, US-based sales professional to engage accredited investors and guide them through investment opportunities on our equity crowdfunding platform.

You’ll build lasting relationships, present opportunities clearly, and collaborate with internal teams to drive deals from first call to close. The ideal candidate has FINRA Series 7/63, strong outbound selling experience, and a passion for finance, private equity, and innovative tech sectors.