Paulson Investment Company, LLC · 5 days ago
Private Equity Investment Sales Associate
Paulson Investment Company, LLC is a boutique investment banking and wealth management firm focused on micro to mid-cap markets. They are seeking Private Equity Investment Sales Associates to provide wealth management services and sell investment banking products to institutions and high net worth individuals.
BankingFinanceFinancial Services
Responsibilities
Provide wealth management services and sell investment banking products to institutions and high net worth individuals
Work with established Private Equity Investment Sales and Investment Advisory team members
Focus on products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs)
Engage in Center of Influence marketing
Maintain excellent communications and persuasion skills
Qualification
Required
Two or more years of client-facing experience
FINRA Series 7/63 and 65 or 66
Experience in Center of Influence marketing
Excellent communications and persuasion skills
Self-motivated, high energy
Preferred
Transferable book of business highly desired
Company
Paulson Investment Company, LLC
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets.
Funding
Current Stage
Growth StageTotal Funding
$3.63M2020-06-19Series Unknown· $0.85M
2019-10-24Series Unknown· $1.23M
2017-08-21Seed· $1.56M
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