Institutional LLC Investment Sales Associate

Summr; Dallas (TX); Hybride; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Comprehensive health, dental, and vision

401(k) and ESPP

Transportation reimbursement incentive program (TRIP)

Résumé du poste

Summr in Dallas, TX is looking for an Investment Sales Associate to build relationships with LLC managers and members. The position involves educating organizational leadership on investment strategies tailored for LLCs, as well as analyzing financials to position suitable solutions.

The ideal candidate holds a Bachelor's degree and is licensed (State Life & Health, SIE, Series 63, Series 65), with strong interpersonal skills. This role offers a competitive base salary, commission structure, and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent professional experience required.
• Licensing: State Life & Health, SIE, Series 63, Series 65.
• Strong communication and business development skills needed.

Responsabilités

• Cultivate relationships with LLC managers and members across Texas.
• Educate leadership on investment strategies tailored to LLC structures.
• Guide transaction execution from consultation through documentation.

Connaissances

Strong interpersonal and communication skills

Understanding of LLC structures, pass-through taxation

Track record of success in institutional sales

Formation

Bachelor's degree or equivalent professional experience

Outils

FINRA compliance

Description du poste

Summr in Dallas, TX is looking for an Investment Sales Associate to build relationships with LLC managers and members. The position involves educating organizational leadership on investment strategies tailored for LLCs, as well as analyzing financials to position suitable solutions.

The ideal candidate holds a Bachelor's degree and is licensed (State Life & Health, SIE, Series 63, Series 65), with strong interpersonal skills. This role offers a competitive base salary, commission structure, and comprehensive benefits.