FINRA Licensed Investment Sales ExecutiveVirtualVocations • Mission Viejo, California, United States
FINRA Licensed Investment Sales Executive
VirtualVocations • Mission Viejo, California, United States
3 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 • Mission Viejo, California, United States
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