Investment Sales Associate

Jones Financial (edward Jones); Atlanta (GA); On-site; USD 50,000 - 200,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible spending account

Health insurance

Paid time off

Vision insurance

Job summary

Paulson Investment Company, LLC is seeking Private Equity Investment Sales Associates to join its wealth management and advisory team. This commission-based role focuses on institutions and high-net-worth clients, offering private placements, PIPES, Reg D, secondaries, and IPOs, with training and sponsorship for securities licensing.

Ideal candidates have 2+ years of client-facing experience, excellent communication and persuasion skills, a transferable book of business, and FINRA licenses

Qualifications

• Two or more years of client-facing experience.
• FINRA Series 7/63 and 65 or 66.
• Experience in Center of Influence marketing.
• Excellent communications and persuasion skills.
• Self-motivated, high energy.
• Transferable book of business highly desired.

Skills

Client-facing experience

FINRA licensing

Center of Influence marketing

Communication

Self-motivated

Transferable book of business

Job description

Overview

Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid‑cap (public & private) markets. We provide a broad range of investment banking services, fee‑based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid‑level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission‑based position, though draw packages are available for those with existing books of business and other qualifying candidates.

Responsibilities and Qualifications

• Two or more years of client‑facing experience
• FINRA Series 7/63 and 65 or 66
• Experience in Center of Influence marketing
• Excellent communications and persuasion skills
• Self‑motivated, high energy
• Transferable book of business highly desired

Job Type and Pay

Full‑time. Pay: $50,000.00 – $200,000.00 per year.

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Schedule

• 8 hour shift
• Monday to Friday

Supplemental Pay Types

• Commission pay

Commute / Relocate

New York, NY 10005: Reliably commute or planning to relocate before starting work (Preferred).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer. Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.