Private Equity Investment Sales Associate

Paulson Investment Company, LLC; Fort Lauderdale (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

Paulson Investment Company, LLC seeks experienced client-facing professionals in Fort Lauderdale, FL to join its Private Equity Investment Sales and Investment Advisory team. Roles include registered investment advisors and financial sales experts, with sponsorship for Series 7 and related exams for strong candidates.

Roles emphasize selling investment banking products to institutions and high net worth individuals, with commission-based compensation and potential draw packages for book of

Qualifications

• Two or more years of client-facing experience.
• REQUIRED: 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.

Responsibilities

• Sell wealth management services and investment banking products to institutions and high net worth individuals.
• Sponsorship for Series 7/63/65/66 training and partnerships with established teams.
• Focus on private equity, PIPEs, Reg D offerings, secondaries, and IPOs with biotech/tech emphasis.

Skills

Client-facing experience

FINRA Series 7/63/65 or 66

Center of Influence marketing

Excellent communications

Self-motivated/High energy

Transferable book of business

Job description

*** You must have an active Series 7 license for this position to be considered ***

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.

*** You must have an active Series 7 license for this position to be considered ***

About You

• Two or more years of client-facing experience
• REQUIRED: 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.