FINRA Licensed Investment Sales Executive
Company: VirtualVocations
Location: Vista
Posted on: May 14, 2025
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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 execute educational
and sales initiatives for wealth management advisors
Maintain client relationships and increase financial advisors'
awareness 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
Preferred: FINRA Series 24
Keywords: VirtualVocations, San Clemente , FINRA Licensed Investment Sales Executive, Sales , Vista, California
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