Private Equity Investment Sales Associate

Paulson Investment Company, LLC; California (MO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Draw packages available

Job summary

A boutique investment firm is seeking a Private Equity Investment Sales Associate to provide wealth management services and sell investment products. Candidates with client-facing experience and required FINRA licenses are encouraged to apply. This commission-based role offers draw packages for qualifying candidates. Join a supportive team and work with high net worth clients in the dynamic fields of biotechnology and technology.

Qualifications

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

Responsibilities

• Provide wealth management services and sell investment products.
• Engage with institutions and high net worth individuals.
• Develop a transferable book of business.

Skills

Client-facing experience

Communications skills

Self-motivation

Self-motivated

Transferable book of business

Education

FINRA Series 7

FINRA Series 63

FINRA Series 65 or 66

Job description

Private Equity Investment Sales Associate

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, market 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.

About You

• 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

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.