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Veracity Software Inc · 1 day ago

Financial Investment Sales Executive

Los Angeles, CA

Full-time

Onsite

Senior Level

5+ years exp

Veracity Software Inc is a premier national/international asset management firm seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. The role involves developing and maintaining long-term relationships with clients and financial advisors, presenting investment products, and collaborating with internal teams to meet sales targets.

Information TechnologySaaSSoftwareTechnical SupportWeb Development

Growth Opportunities

Responsibilities

Drive retail financial investment sales to affluent and high-net-worth individual clients

Develop and maintain long-term relationships with financial advisors, clients, and partners

Present and position investment products and asset management solutions effectively

Meet and exceed sales targets through consultative, relationship-driven selling

Collaborate with internal research, portfolio management, and client support teams

Represent the firm professionally within the Los Angeles metro market

Leverage firm-provided sales, marketing, and operational support

Maintain compliance with all regulatory and firm standards

Qualification

Financial investment salesClient relationship managementWealth managementAsset managementConsultative sellingHigh-net-worth client experienceSales performanceFinancial advisoryBanking experience