Private Equity Investment Sales Pro—Series 7 Licensed

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

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.

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

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.