Private Equity Investment Sales — Wealth & Institutions

Jones Financial (edward Jones); Atlanta (GA); On-site; USD 50,000 - 200,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible spending account

Health insurance

Paid time off

Vision insurance

Job summary

Paulson Investment Company, LLC is seeking Private Equity Investment Sales Associates to join its wealth management and advisory team. This commission-based role focuses on institutions and high-net-worth clients, offering private placements, PIPES, Reg D, secondaries, and IPOs, with training and sponsorship for securities licensing.

Ideal candidates have 2+ years of client-facing experience, excellent communication and persuasion skills, a transferable book of business, and FINRA licenses

Qualifications

• Two or more years of client-facing experience.
• 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.

Skills

Client-facing experience

FINRA licensing

Center of Influence marketing

Communication

Self-motivated

Transferable book of business

Job description

Paulson Investment Company, LLC is seeking Private Equity Investment Sales Associates to join its wealth management and advisory team. This commission-based role focuses on institutions and high-net-worth clients, offering private placements, PIPES, Reg D, secondaries, and IPOs, with training and sponsorship for securities licensing.

Ideal candidates have 2+ years of client-facing experience, excellent communication and persuasion skills, a transferable book of business, and FINRA licenses