Private Equity Investment Sales Executive (Series 7)

Paulson Investment Company, LLC; San Francisco (CA); Presencial; USD 90 000 - 180 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Conhecimentos

Client-facing experience

Excellent communications skills

Persuasion skills

Self-motivated

High energy

Formação académica

FINRA Series 7/63 and 65 or 66 license

Descrição da oferta de emprego

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.