Private Equity Investment Sales Associate - Wealth Focus

Paulson Investment Company, LLC; California (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

A boutique investment firm is seeking a Private Equity Investment Sales Associate to provide wealth management services and sell investment products. Candidates with client-facing experience and required FINRA licenses are encouraged to apply. This commission-based role offers draw packages for qualifying candidates. Join a supportive team and work with high net worth clients in the dynamic fields of biotechnology and technology.

Qualifications

• Two or more years of client-facing experience is required.
• Possession of FINRA Series 7/63 and 65 or 66 is necessary.
• Experience in Center of Influence marketing is preferred.

Responsibilities

• Provide wealth management services and sell investment products.
• Engage with institutions and high net worth individuals.
• Develop a transferable book of business.

Skills

Client-facing experience

Communications skills

Self-motivation

Education

FINRA Series 7

FINRA Series 63

FINRA Series 65 or 66

Job description

A boutique investment firm is seeking a Private Equity Investment Sales Associate to provide wealth management services and sell investment products. Candidates with client-facing experience and required FINRA licenses are encouraged to apply. This commission-based role offers draw packages for qualifying candidates. Join a supportive team and work with high net worth clients in the dynamic fields of biotechnology and technology.