Alternative Investments Representative (OWN)

Added
37 minutes ago
Type
Full time
Salary
Salary not provided

Related skills

fintech sales series 7 series 63 investments

๐Ÿ“‹ 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

๐ŸŽฏ 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

๐ŸŽ 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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