Confidential · 4 days ago
Financial Investment Sales Executive
California, United States
Full-time
Onsite
Senior Level
5+ years expConfidential is a premier national/international asset management firm seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role involves developing relationships with clients and financial advisors, presenting investment products, and collaborating with internal teams to meet sales targets.
Marketing & Advertising
Hiring Manager
Pramod Kumar
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
Required
Bachelor's Degree (Required)
5–20 years of successful financial investment sales experience
Proven success selling investment products to affluent individual clients
Demonstrated retail investment sales performance
Must currently reside in the Los Angeles metro area
Preferred
MBA (Preferred)
Extensive experience working with high-net-worth or affluent client segments
Experience at a leading financial services, banking, or asset management institution
Strong consultative selling and relationship management skills
Company
Confidential
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Silicon Valley, California US, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Roshan Syed
Global Talent Partner
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