Private Equity Investment Sales Associate
Paulson Investment Company
Job Description
Job Description
Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients.
Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.
The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries.
This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates.
About You
· 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
· Transferable book of business highly desired
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health savings account
- Military leave
- Professional development assistance
- Vision insurance
Work Location: In person
Company Description
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We’ve built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.
Company Description
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We’ve built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.
- ...Description Job Description Paulson Investment Company, LLC is a boutique... ...focused on the micro to mid-cap (public & private) markets. We provide a broad range of... ...Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial...Employment EquityPrivateFull timeFlexible hours
Paulson Investment Company
Walnut Creek, CA17 days ago - ...U.S. Private Bank - Private Banker - Vice President or Executive... ...You will use your knowledge of investments, financial planning, credit and... ...90 days of start date Proven sales success and strong business... ...and in-depth knowledge of the equity and fixed income markets and...Employment EquityPrivateTemporary workWork experience placementLocal area
Aumni
Walnut Creek, CA4 days ago $170.26k - $200.3k
...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs... ...package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are...Employment EquityPrivateTemporary workWork experience placementU.S. Bancorp
Walnut Creek, CA7 hours ago- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...You will use your knowledge of investments, financial planning, credit and... ...0 days of start date Proven sales success and strong business acumen... ...in-depth knowledge of the equity and fixed income markets and...Employment EquityPrivateTemporary workWork experience placementLocal area
$70k - $85k
...seeking a Sr. Accounting Specialist based in California. In this role, you will manage accounting for various venture capital and private equity fund management companies across North America. The position requires a Bachelor's degree in Accounting or Finance and 3-4...Employment EquityPrivate- .../Perks Flexible Scheduling Ongoing Sales and Customer Service training Competitive... ...Job Summary The BODYBAR Pilates Sales Associate (SA) is responsible for assisting the... ...ability to generate membership, retail, and private training sales Fluent in English with...PrivatePart timeLocal areaFlexible hoursWeekend workAfternoon shiftEarly shift
BODYBAR Pilates - Pleasant Hill
Pleasant Hill, CA16 days ago - ...audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You...Employment EquityPrivate
Navolio & Tallman LLP
Walnut Creek, CA25 days ago $100k - $150k
...Allworth Financial is an independent investment financial advisory firm that specializes... ...Allworth Financial is a high growth, private equity backed, multi branch Registered Investment... ...Benefits are available to full-time associates who work more than 30 hours a week....Employment EquityPrivateFull timeTemporary workLocal areaAllworth Financial
Pleasant Hill, CA5 days ago$60k - $73k
Standish Management UK is looking for an associate in Walnut Creek, California, to manage accounting for various venture capital and private equity funds across North America. The role includes duties related to accounts payable and receivable, as well as assisting with...Employment EquityPrivateWork at office$60k - $73k
A specialized fund administration firm is seeking an associate to oversee the accounting for the management companies of various venture capital and private equity funds. The ideal candidate will hold a Bachelor’s Degree in Accounting or Finance and possess 0-1 year of...Employment EquityPrivate- ...a state with its own rules for almost everything. We're private equity-backed and in growth mode: expanding locations and service lines... ...spanning service line strategy, payor / network strategy and investment opportunities – including evaluation of de novo expansion,...Employment EquityPrivateRemote jobMonday to Friday
Integrated Pain Management Medical Group, Inc.
Walnut Creek, CA28 days ago - ...full range of audit, accounting, tax, advisory, and compliance services to a diverse client base, including securities funds, private-equity and venture-capital firms, real estate organizations, private foundations, and high-net-worth individuals. As an Audit Staff member...Employment EquityPrivateWork at officeFlexible hours
Navolio & Tallman LLP
Walnut Creek, CAa month ago - ...over 50 years of combined experience in Home Health, Hospice, and Private Duty Home Care. As a community-driven provider, we are on a... .... Why Join OPO Health? At OPO Health, we value diversity, equity, and inclusion, fostering an environment where every team member...Employment EquityPrivateDaily paidFull timePart timeFlexible hours
OPÓ Health
Walnut Creek, CA1 day ago $70k - $85k
...Accounting Specialist to join their team in Walnut Creek, CA. The role involves managing accounting for various venture capital and private equity funds, handling accounts payable and receivable, preparing tax compliance documents, and maintaining accounting platforms....Employment EquityPrivate- ...audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate funds, private foundations, and high-net-worth and ultra-high-net-worth individuals. You...Employment EquityPrivateWork at office
Navolio & Tallman LLP
Walnut Creek, CA28 days ago $25 per hour
...time honoree on the Inc. 5000 list of America’s Fastest-Growing Private Companies. We are also proud to be certified as a Great Place to... ...Experience and Skills Needed Preferred Experience: 1-2 years of retail sales or customer service experience; however, we’re willing to train...PrivateAll shiftsShift workNight shiftWeekend workSaatva
Walnut Creek, CA2 days ago- ...audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You...Employment EquityPrivateWork at office
Navolio & Tallman LLP
Walnut Creek, CA4 days ago $110k - $160k
...experience, knowledge, and skills. Salary reflected does not include equity or variable pay, where applicable. Base salary range: $110,0... ...emissions across congested cities, minimizes reliance on private cars, and provides everyone with accessible, efficient, and affordable...Employment EquityPrivateLocal areaFlexible hoursShift workvia.com
Walnut Creek, CA1 day ago$60k - $73k
...administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and... ...Management Company of Standish Management is looking for an associate to oversee the accounting for the management companies of various...Employment EquityPrivateWork at officeLocal areaStandish Management
Walnut Creek, CA2 days ago- ...State of California, a forced corporate sale of $20 million company in Delaware Court... ...misrepresentation, venture capital and private equity disputes, and wine industry litigation.... ...required • California licensed senior associate; of counsel or junior partner, with 10+...Employment EquityPrivate
Munzinger Law PC
Lafayette, CA6 hours ago - ...Accounting, Finance or related field ~6+ years' experience in Accounting working for a Fund Administrator in Hedge Funds and/or Private Equity ~3+ years' experience supervising others ~ Strong knowledge of US GAAP ~ Prior experience with various products including...Employment EquityPrivateOngoing contract
Blue Prism Group
Walnut Creek, CA5 days ago $121.9k - $262.1k
...client service as the client facing investment expert for Private Bank clients. Primarily focused on growing... ...established IPS. Achieves annual sales goal by supporting acquisition of new... ...will not be responsible for any associated fee. Fifth Third Bank, National Association...PrivateBank staffFifth Third Bank, N.A.
Walnut Creek, CA2 days ago- ...New Balance Retail Sale Associate Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change... ...but not limited to, relevant experience, time in role, internal equity, geographic location, and more.) Regular Associate Benefits...Employment EquityHourly payTemporary workPart timeFlexible hours
- ...Well-respected colleagues in a dynamic and growing Digestive Health Center * Group is independently run and governed; not private equity owned * Predictable hours and shifts * Live in San Francisco or desirable East Bay suburbs (that are less expensive than Marin...Employment EquityPrivateFull timeLive inImmediate startRelocation packageShift workNight shiftWeekend work
$170.26k - $200.3k
...worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs... ...package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are...Employment EquityPrivateFull timeTemporary workWork experience placementLocal area- ...Pet Hospice Heartstrings Pet Hospice is a privately owned, rapidly growing in-home... ...and Respect . Unlike corporate or private-equity-backed organizations, our focus is on people... ...Surrounding Area's and we are seeking exceptional Associate Veterinarians who want to practice...Employment EquityPrivateFull timeTemporary workPart timeLocal areaWeekend work
- ...in twenty-one states. We are seeking an Associate Attorney with experience in handling Commercial... ...to, relevant experience, internal equity, skills, qualifications, and other job-... ...offices who provide specialized defense for private, public and non-profit organizations....Employment EquityPrivateWork at officeLocal area
Freeman Mathis & Gary, LLP
Walnut Creek, CA4 days ago - ...other business planning and development initiatives. Experience Experience working with closely held companies, investment/private equity, professional services, distribution companies, and/or non-profit organizations is a plus. Excellent business skills...Employment EquityPrivateFull timeTemporary workFlexible hoursWeekend work
Forth Recruiting
Walnut Creek, CA4 days ago $121.9k - $262.1k
...growth priorities. Pipeline Management & Sales Execution:Build, maintain, and manage a... ...(e.g., attorneys, accountants, private equity firms, and industry groups); represent... ...Third will not be responsible for any associated fee. Fifth Third Bank, National Association...Employment EquityPrivateWork experience placementLocal areaShift workFifth Third Bank, N.A.
Walnut Creek, CA2 days ago$175k - $200k
...Investment Specialist Assetmark Wealth Services develops innovative... ...our platform to include private markets strategies alongside... ...engage with and partner with our sales teams, develop territory strategies... ...private real estate, private equity, and infrastructure via...Employment EquityPrivateWork at officeFlexible hoursAssetMark
Concord, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Equity Investment Sales Associate. Be the first to apply!
- retail sales technology associate Walnut Creek, CA
- local sales assistant Walnut Creek, CA
- retail sales representative Walnut Creek, CA
- full time retail sales representative Walnut Creek, CA
- part time retail associate Walnut Creek, CA
- sales floor associate Walnut Creek, CA
- retail sales advisor Walnut Creek, CA
- retail consultant Walnut Creek, CA
- retail clerk Walnut Creek, CA
- fashion retail sales associate Walnut Creek, CA