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fintech sales series 7 series 63 investments๐ Description
- Be a trusted partner to elite investors
- Build meaningful relationships with accredited investors across the U.S.
- Consult with investors to understand their portfolio goals and risk appetites
- Serve as the inside connection for our exclusive gold level issuers
- Identify opportunities to align investor interests with upcoming private offerings
- Collaborate with internal teams to ensure a seamless experience from first call to close
๐ฏ Requirements
- FINRA Registration required: Series 7 and 63
- Live and work in the United States
- Natural relationship builder with meaningful conversations
- Experience in outbound sales
- Passion for finance, private equity, and cutting-edge tech sectors
- Confidence presenting investment opportunities clearly
๐ Benefits
- 100% covered Medical/Dental/Vision - pick your own plan
- Generous Equity package
- Unlimited PTO and sick days
- Paid WeWork Usage (optional)
- 100% Remote
- 401K program
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