FINRA Licensed Investment Sales Executive
A company is looking for an Alternative Investment Sales Specialist Account Executive. Key Responsibilities Develop and implement a business plan to achieve sales and growth goals for alternative investments Collaborate with sales and investment teams to execute educational and sales initiatives for wealth management advisors Maintain client relationships and increase financial advisors' awareness of alternative investment products Required Qualifications 3-5+ years of experience in alternatives distribution FINRA Series 7 and 63 licenses Bachelor's degree or equivalent work experience Preferred: MBA, CFA, or CAIA Preferred: FINRA Series 24
