FINRA Licensed Internal Sales Specialist
Job Summary
To support a growing team, the full-time FINRA Licensed Internal Sales Specialist will manage proactive outreach to regional custodial partners, identify new business opportunities, and provide sales support remotely while being located in the Mountain or Pacific time zones.
Key responsibilities
- Help create and identify new business opportunities through outreach and referrals
- Oversee the sales cycle, including pre-intro communications and presentation coordination
- Support the sales team by managing the new business pipeline and coordinating with central support teams
Required qualifications
- Bachelor's degree or equivalent experience in financial services
- Minimum 2 years of applicable experience, ideally in financial services
- FINRA Series 7 & 66 (or 63 & 65) strongly preferred
- Basic knowledge of RIA and custodial platforms and investment products
- Experience with Microsoft Office suite and Salesforce
Complete Job Description
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