Senior Equity Research Sales Executive

William O'Neil + Co., Inc.; San Francisco (CA); On-site; USD 175,000 - 200,000; Full time

Job summary

A leading financial advisory firm in San Francisco seeks an experienced Equity Research Sales Executive Director. The role involves selling stock recommendations and analytics to institutional clients. Candidates should have a strong sales background in equity markets, supported by a Bachelor’s degree in Business and possibly a Master’s or CFA. The position offers a competitive salary ranging from $175,000 to $200,000, plus commission.

Qualifications

• Minimum of 10-15 years of sales experience in the equity markets.
• Active series 65/66 license required.
• Deep understanding of equity investments.

Responsibilities

• Present stock ideas effectively to clients.
• Prospect and close new business.
• Meet quarterly and annual revenue targets.

Skills

Sales experience in equity markets

Ability to articulate financial strategies

CRM system proficiency

Problem-solving skills

Personal responsibility for productivity

Education

Bachelor’s degree in Business or related field

Master’s degree, CFA or CMT

Job description

A leading financial advisory firm in San Francisco seeks an experienced Equity Research Sales Executive Director. The role involves selling stock recommendations and analytics to institutional clients. Candidates should have a strong sales background in equity markets, supported by a Bachelor’s degree in Business and possibly a Master’s or CFA. The position offers a competitive salary ranging from $175,000 to $200,000, plus commission.