Illinois Licensed Alternative Investment ExecutiveVirtualVocations • Norwalk, California, United States
Illinois Licensed Alternative Investment Executive
VirtualVocations • Norwalk, California, 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 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 • Norwalk, California, United States
Related jobs
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
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
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients.
Come join a firm that is a stable industry l...Show more
Triad Financial Services is a leading provider of financial services and solutions, serving clients in the US.We are seeking a highly motivated and skilled Closer / Funder to join our growing team.Re...Show more
As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and gro...Show more I can succeed as a Equity Investment Strategist at Capital Group".The Investment Strategist will work closely with the Investment Group to help shape and influence the use of derivatives in CG's in...Show more 
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
CAPTRUST is offering a paid Wealth Management Intern in our Pasadena, CA office that will provide exposure to the inner workings of a wealth management firm.
Hands-on learning starts day one in this...Show more
Direct Counsel, LLC is seeking M&A and Private Equity Associates for a leading global law firm to join their esteemed team in Los Angeles.
We welcome candidates who are prepared to advise corpor...Show more
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel toindividuals and families with their financial needs, includi...Show more 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 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 
City National Rochdale Wealth Planning Advisor.What Is The Opportunity? This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ult...Show more
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
If you are seeking the first step towards a rich...Show more Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
If you are seeking the first step towards a rich...Show more 
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
If you are seeking the first step towards a rich and rewar...Show more At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Show more
Financial Consultant- Newport Beach, CA
Fidelity Investments • Claremont, CA, US
Full-time
Last updated: 3 days ago • Promoted
Senior Wealth Advisor
EisnerAmper • Pasadena, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Investment Consultant - Brea, CA
Fidelity • Brea, CA, US
Full-time
Last updated: 6 days ago • Promoted
Closer Funder I
Triad Financial Services, Inc. • Anaheim, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Private Wealth Advisor
Capital Group • Los Angeles, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Equity Derivatives Investment Strategist
Capital Group • West Los Angeles, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Loan Portfolio Officer
Cathay Bank - Headquarters • El Monte, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Wealth Management Intern
CAPTRUST • Pasadena, CA, US
Full-time
Last updated: 12 days ago • Promoted
M&A and Private Equity Associate
Direct Counsel • Los Angeles, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Investment Consultant - Century City, CA
Charles Schwab • Los Angeles, CA, United States
Full-time
Last updated: 22 days ago • Promoted
Financial Consultant- Century City, CA
Fidelity Investments • Altadena, CA, US
Full-time
Last updated: 3 days ago • Promoted
Financial Consultant - Irvine, CA
Fidelity Investments • La Verne, CA, US
Full-time
Last updated: 3 days ago • Promoted
Wealth Strategist
California Staffing • Los Angeles, CA, US
Full-time
Last updated: 5 days ago • Promoted
Investment Consultant- Irvine, CA
Charles Schwab • Newport Beach, CA, US
Full-time
Last updated: 2 days ago • Promoted
Investment Consultant- Mission Viejo, CA
Charles Schwab • Mission Viejo, CA, US
Full-time
Last updated: 8 days ago • Promoted
Investment Consultant- Manhattan Beach, CA
Charles Schwab • El Segundo, CA, US
Full-time
Last updated: 24 days ago • Promoted
Investment Consultant - Upland, CA
Charles Schwab • UPLAND, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Investment Consultant- Mission Viejo, CA
California Staffing • Mission Viejo, CA, US
Full-time
Last updated: 5 days ago • Promoted