Private Equity Investment Sales Associate

Paulson Investment Company, LLC; Orlando (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Equity Investment Sales Associate to join their dynamic team. This exciting role involves providing wealth management services and selling investment banking products to institutions and high net worth individuals. The firm offers comprehensive training and sponsorship for necessary certifications, making it an excellent opportunity for motivated individuals looking to advance their careers in finance. With a focus on innovative financial solutions and a commitment to client success, this role promises to be both rewarding and impactful in the fast-paced world of private equity and investment banking.

Qualifications

• 2+ years of client-facing experience in finance or sales.
• Must have FINRA Series 7 and 63 or 65/66 certifications.

Responsibilities

• Provide wealth management services to institutions and high net worth individuals.
• Sell investment banking products and manage client relationships.

Skills

Client-facing experience

Communication skills

Persuasion skills

Self-motivation

Education

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 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, 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.

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.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance, Sales, and Marketing

Industries

Financial Services, Capital Markets, and Venture Capital and Private Equity Principals