FINRA Licensed Investment Sales Executive
Job Summary
To achieve sales and growth goals for alternative investments, the remote FINRA Licensed Investment Sales Executive will develop and implement a business plan, collaborate with sales and investment teams, and drive educational initiatives for wealth management advisors across the Central Midwest Region.
Key responsibilities
- Develop a deep understanding of Lincoln Financial's Alternatives platform and represent solutions to wealth management firms and advisors
- Organize and execute fund roadshows and field engagement routines to drive sales results
- Maintain client relationships and increase financial advisors' awareness of alternative investment products and services
Required qualifications
- 3-5+ years of experience in alternatives distribution
- FINRA Series 7 and 63 Licenses
- Bachelor's degree or equivalent work experience
- Strong knowledge of alternative investments and market trends
- Ability to adapt quickly in a changing work environment
Complete Job Description
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