Private Client Group, Investment Sales

Abacus Group, LLC; West Palm Beach (FL); Remote; USD 150,000 - 300,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Group Investment Sales professional to work remotely from their West Palm Beach office. The role requires strong interpersonal skills, a proven track record in the private wealth sector, and the ability to explain complex investment strategies to clients. Ideal candidates will hold Series 3 proficiency and have a passion for macro market strategies.

Qualifications

• 5+ years in the private wealth alternatives space.
• Strong track record in prospecting investors.
• Series 3 and NFA swaps proficiency required.

Responsibilities

• Pursue and maintain client relationships.
• Explain investment strategies and market outlook.
• Identify new client interests and product offerings.

Skills

Interpersonal skills

Client relationship management

Investment strategies

Market analysis

Job description

This range is provided by Abacus Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $300,000.00/yr

Our client is a financial services firm. They seek a Private Client Group, Investment Sales to remotely join their West Palm Beach, FL office.

Responsibilities

• Pursue new client relationships and maintain current client relationships
• Explain the firm’s investment strategies, fund performance, and market outlook
• Identify areas of new client interest, including potential product offerings
• Work with senior management on product development and overall marketing strategy

Requirements

• 5+ years in the private wealth alternatives space
• Proven track record of prospecting investors and raising assets
• Strong interpersonal skills and able to maintain client relationships
• Able to explain complex strategies to a broad audience
• Passion for markets, particularly macro strategies
• Series 3 and NFA swaps proficiency required

JobID: 47264

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

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