Talent.com
Illinois Licensed Alternative Investment Executive
Illinois Licensed Alternative Investment ExecutiveVirtualVocations • Fremont, California, United States
Illinois Licensed Alternative Investment Executive

Illinois Licensed Alternative Investment Executive

VirtualVocations • Fremont, California, United States
4 days ago
Job type
  • Full-time
Job description

A company is looking for an Alternative Investment Sales Specialist Account Executive.

Key Responsibilities

Develop and implement a business plan to achieve sales goals for alternative investments

Collaborate with stakeholders to promote and distribute alternative investment solutions to wealth management advisors

Conduct meetings and educational initiatives to drive adoption of alternative investment products

Required Qualifications

3-5+ years of experience in alternatives distribution

FINRA Series 7 and 63 licenses

Bachelor's degree or equivalent work experience

Preferred : MBA, CFA, or CAIA; FINRA Series 24

Create a job alert for this search

Executive Investment • Fremont, California, United States

Related jobs
M&A and Private Equity Associate

M&A and Private Equity Associate

Direct Counsel • San Francisco, CA, US
Full-time
Direct Counsel, LLC is seeking M&A and Private Equity Associates for a leading global law firm to join their esteemed team in San Francisco. We welcome candidates who are prepared to advise corp...Show more
Last updated: 30+ days ago • Promoted
Relationship Banker I

Relationship Banker I

Cathay Bank - Headquarters • Richmond, CA, United States
Full-time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
Last updated: 4 days ago • Promoted
Corporate Associate Capital Markets and Public Companies Group

Corporate Associate Capital Markets and Public Companies Group

Direct Counsel • San Jose, CA, US
Full-time
Capital Markets and Public Companies group.The role is open in multiple office locations, including.Silicon Valley, San Francisco, Seattle, Santa Monica, New York, and Washington D.Job Responsibili...Show more
Last updated: 30+ days ago • Promoted
FINRA Licensed Investment Sales Executive

FINRA Licensed Investment Sales Executive

VirtualVocations • San Francisco, California, United States
Full-time
A company is looking for an Alternative Investment Sales Specialist Account Executive.Key Responsibilities Develop and implement a business plan to achieve sales and growth goals for alternative ...Show more
Last updated: 4 days ago • Promoted
Financial Consultant - Sunnyvale, CA

Financial Consultant - Sunnyvale, CA

Fidelity Investments • San Gregorio, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 3 days ago • Promoted
Entry Level Equity Trader Job in Fremont, CA | Part Time

Entry Level Equity Trader Job in Fremont, CA | Part Time

Maverick Currencies • Fremont, CA
Part-time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
Last updated: 20 days ago • Promoted
Entry Level Equity Trader

Entry Level Equity Trader

Maverick Currencies • Fremont, CA
Part-time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
Last updated: 20 days ago • Promoted
Remote Equity Trader

Remote Equity Trader

Maverick Currencies • San Jose, CA
Remote
Part-time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
Last updated: 20 days ago • Promoted
Financial Consultant - San Francisco, CA

Financial Consultant - San Francisco, CA

Fidelity Investments • Vallejo, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 3 hours ago • Promoted • New!
Entry Level Equity Trader Job in Fremont, CA | Full Time

Entry Level Equity Trader Job in Fremont, CA | Full Time

Maverick Currencies • Fremont, CA
Full-time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
Last updated: 20 days ago • Promoted
Capital Markets Associate - Silicon Valley

Capital Markets Associate - Silicon Valley

Mosaic Recruits • Silicon Valley, CA, US
Full-time
Immediate need for a corporate associate with.The candidate should have a focus on SEC-registered securities offerings (equity and debt), as well as ongoing U. Ability to work with other team member...Show more
Last updated: 3 days ago • Promoted
Financial Consultant - Berkeley, CA

Financial Consultant - Berkeley, CA

Fidelity Investments • Antioch, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 3 days ago • Promoted
Licensed Mortgage Loan Originator

Licensed Mortgage Loan Originator

VirtualVocations • Concord, California, United States
Full-time
A company is looking for a Loan Originator to join their team and support mortgage lending operations.Key Responsibilities Build rapport with clients and agents to identify suitable mortgage solu...Show more
Last updated: 30+ days ago • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

EisnerAmper • San Mateo, CA, United States
Full-time
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...Show more
Last updated: 23 hours ago • Promoted
Remote Equity Trader Job in San Jose, CA | Part Time

Remote Equity Trader Job in San Jose, CA | Part Time

Maverick Currencies • San Jose, CA
Remote
Part-time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
Last updated: 20 days ago • Promoted
Investment Consultant- Pleasanton, CA

Investment Consultant- Pleasanton, CA

Charles Schwab • PLEASANTON, CA, United States
Full-time
Regular Your opportunity At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets cre...Show more
Last updated: 30+ days ago • Promoted
Senior Investment Consultant

Senior Investment Consultant

VirtualVocations • San Francisco, California, United States
Full-time
A company is looking for a Senior Investment Consultant.Key Responsibilities Conduct in-depth research and due diligence on pooled investment products to support fund selection and recommendation...Show more
Last updated: 5 days ago • Promoted
Senior Mortgage Servicing Consultant

Senior Mortgage Servicing Consultant

VirtualVocations • Concord, California, United States
Full-time
A company is looking for a Senior Servicing Outreach Consultant to manage client relationships throughout the loan lifecycle. Key Responsibilities Serve as the dedicated contact for an assigned po...Show more
Last updated: 6 hours ago • Promoted • New!