Private Equity Investment Sales Associate

Paulson Investment Company, LLC; San Francisco (CA); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Draw packages

Training program

Partnership opportunities

Job summary

A boutique investment banking firm in California seeks Private Equity Investment Sales Associates to provide wealth management services and sell investment banking products to high net worth individuals and institutions. Candidates must have an active Series 7 license and experience in client-facing roles. The position is commission-based with draw packages available for those with existing books of business. The firm offers opportunities for training and partnerships with established teams.

Qualifications

• Two or more years of client-facing experience.
• Active FINRA Series 7/63 and 65 or 66 required.
• Experience in Center of Influence marketing.
• Excellent communication and persuasion skills are essential.
• Self-motivated and high energy needed.
• Transferable book of business is highly desired.

Responsibilities

• Provide wealth management services.
• Sell investment banking products to institutions and high net worth individuals.
• Support private equity investment sales and advisory teams.

Skills

Client-facing experience

FINRA Series 7/63 and 65 or 66

Center of Influence marketing

Excellent communication skills

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.