FINRA Licensed Investment Sales ExecutiveVirtualVocations • Columbus, Ohio, United States

FINRA Licensed Investment Sales Executive

VirtualVocations • Columbus, Ohio, United States

5 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 and growth goals for alternative investments

Collaborate with sales and investment teams to promote and distribute alternative investment solutions to advisors

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

Required Qualifications

3-5+ years of experience in alternatives distribution

FINRA Series 7 and 63 Licenses

Bachelor's degree or equivalent work experience

MBA, CFA, or CAIA preferred

FINRA Series 24 preferred

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Executive Investment • Columbus, Ohio, United States

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