Registered Sales Representative (Series 7, 63)

Job Summary

A company is looking for a Registered Sales Representative (Series 7, 63).

Key Responsibilities

• Engage and build relationships with accredited investors across the U.S
• Consult with investors to understand their portfolio goals and risk appetites
• Drive deal flow and market momentum by aligning investor interests with private offerings

Required Qualifications

• FINRA Registration required: Series 7 and Series 63
• Must live and work in the United States
• Experience in outbound sales
• Passion for finance, private equity, and technology sectors
• High emotional intelligence and a proactive, entrepreneurial mindset