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 4 days ago
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