Series 7 and 63 Licensed Sales

Job Summary

A company is looking for a Principal, Private Wealth Solutions Sales.

Key Responsibilities

• Manage and grow a sales territory through prospecting and client engagement
• Conduct a high level of sales activity via meetings, video conferences, and calls
• Coordinate with senior team members for internal and external prospect meetings

Required Qualifications

• 5+ years of financial services sales experience with strong relationships in RIA, Wirehouses, and Independent Broker Dealers
• Private markets experience is a plus
• Bachelor's Degree in Finance, Business, Management, or Communication
• Series 6 or 7 and 63 required with a clean U4
• Entrepreneurial spirit and drive