Private Equity Investment Sales Associate

Paulson Investment Company, LLC; San Francisco (CA); On-site; USD 90,000 - 180,000; Full time

Job summary

A boutique investment firm in San Francisco is seeking Private Equity Investment Sales Associates to provide wealth management services and sell investment banking products. Candidates must have two or more years of client-facing experience and possess a valid FINRA Series 7/63 and 65 or 66 license. The role emphasizes products such as PIPEs and IPOs, with commission-based compensation and draw packages available for suitable candidates. Join a dynamic team focused on serving high net worth individuals and institutions.

Qualifications

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

Responsibilities

• Sell investment banking and wealth management products to institutions and high net worth individuals.
• Leverage existing relationships and prospect new centers of influence.

Skills

Client-facing experience

Excellent communications skills

Persuasion skills

Self-motivated

High energy

Book of business

Education

FINRA Series 7/63 and 65 or 66 license

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.

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.