Financial Investment Sales Executive
Veracity Solutions
Financial Investment Sales Executive
Location: Los Angeles, California (Metro Area Local Candidates Only) Employment Type: Full-Time
A premier national/international asset management firm is seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role offers extraordinary financial upside, strong internal support, and the opportunity to grow within a globally recognized investment management organization.
Key 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
Required Qualifications
Education:
- Bachelor's Degree (Required)
- MBA (Preferred)
Experience:
- 520 years of successful financial investment sales experience
- Background in one or more of the following:
- Financial Advisory
- Wealth Management
- Asset Management
- Banking / Financial Services
- Proven success selling investment products to affluent individual clients
- Demonstrated retail investment sales performance
- Must currently reside in the Los Angeles metro area
Preferred Qualifications
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
Ideal Candidate Profile
High-performing financial sales executive with a strong sales track record
Client-focused, relationship-driven professional
Motivated by long-term financial growth and career advancement
Interested in moving to a role with greater earning and growth potential
Comfortable working without a requirement to bring a book of business
Veracity SolutionsVacancy posted 2 days ago
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