Private Equity Investment Sales Associate

Paulson Investment Company, LLC; Portland (OR); On-site; USD 70,000 - 120,000; Full time

Job summary

A boutique investment banking and wealth management firm is looking for Private Equity Investment Sales Associates to provide wealth management services and sell investment banking products. Candidates should have client-facing experience and the necessary FINRA certifications. This commission-based role offers training for the right candidates and emphasizes a collaborative team environment.

Qualifications

• Two or more years of client-facing experience.
• Must have FINRA Series 7 and 63 or 65 or 66 certifications.
• Experience in Center of Influence marketing is beneficial.

Responsibilities

• Provide wealth management services to clients.
• Sell investment banking products to institutions and high-net-worth individuals.
• Work closely with Private Equity Investment Sales and Investment Advisory team members.

Skills

Client-facing experience

Communications skills

Self-motivated

High energy

Education

FINRA Series 7

FINRA Series 63

FINRA Series 65 or 66

Job description

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.