Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 23 days ago
Similar jobs that could be interesting for youBased on the Private Equity Investment Sales Associate in Walnut Creek, CA vacancy
  • $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 Equity
    Private
    Temporary work
    Work experience placement

    U.S. Bancorp

    Walnut Creek, CA
    2 days 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 Equity
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Walnut Creek, CA
    2 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 Equity
    Private
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Walnut Creek, CA
    1 day ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director...  ...will use your knowledge of investments, financial planning, credit...  ...0 days of start date Proven sales success and strong business...  ...in-depth knowledge of the equity and fixed income markets and... 
    Employment Equity
    Private
    Temporary work
    Work experience placement
    Local area

    Aumni

    Walnut Creek, CA
    2 days ago
  • $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 Equity
    Private

    Standish Management, LLC

    Walnut Creek, CA
    23 hours 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 Equity
    Private
    Full time
    Temporary work
    Local area

    Allworth Financial

    Pleasant Hill, CA
    6 days ago
  • $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 Equity
    Private

    Standish Management, LLC

    Walnut Creek, CA
    4 days ago
  •  ...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 Equity
    Private
    Remote job
    Monday to Friday

    Integrated Pain Management Medical Group, Inc.

    Walnut Creek, CA
    4 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 Equity
    Private

    Navolio & Tallman LLP

    Walnut Creek, CA
    1 day 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 Equity
    Private
    Daily paid
    Full time
    Part time
    Flexible hours

    OPÓ Health

    Walnut Creek, CA
    2 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 Equity
    Private
    Work at office
    Flexible hours

    Navolio & Tallman LLP

    Walnut Creek, CA
    7 days 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 Equity
    Private

    Standish Management UK

    Walnut Creek, CA
    3 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 funds, private foundations, and high-net-worth and ultra-high-net-worth individuals. You... 
    Employment Equity
    Private
    Work at office

    Navolio & Tallman LLP

    Walnut Creek, CA
    4 days 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 Equity
    Private
    Work at office
    Local area

    Standish Management

    Walnut Creek, CA
    3 days ago
  • $17 - $20 per hour

     ...BODYBAR Pilates Sales Associate BODYBAR Pilates is a fitness boutique franchise that teaches Pilates using the BODYBAR method in multiple...  ...oriented with an ability to generate membership, retail, and private training sales Fluent in English with excellent... 
    Private
    Hourly pay
    Part time
    Local area
    Weekend work
    Afternoon shift
    Early shift

    BODYBAR Pilates

    Pleasant Hill, CA
    2 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... 
    Private
    All shifts
    Shift work
    Night shift
    Weekend work

    Saatva

    Walnut Creek, CA
    3 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 Equity
    Private

    Munzinger Law PC

    Lafayette, CA
    1 day 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 Equity
    Private
    Local area
    Flexible hours
    Shift work

    via.com

    Walnut Creek, CA
    2 days ago
  • $16 - $25 per hour

     ...mission-based company that invests in an inclusive culture...  ...). Operations Associate: As an operations associate...  .... Replenish the sales floor when products are...  ...in transparency and equity when it comes to compensation...  ...get employer-sponsored private medical, dental, and... 
    Employment Equity
    Private
    Hourly pay
    Part time
    Live in
    Local area
    Flexible hours
    Night shift
    Weekend work
    3 days per week

    Reformation

    Walnut Creek, CA
    8 days ago
  •  ...• 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 Equity
    Private
    Full time
    Live in
    Immediate start
    Relocation package
    Shift work
    Night shift
    Weekend work

    John Muir Health

    Walnut Creek, CA
    4 days ago
  •  ...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 Equity
    Private
    Full time
    Temporary work
    Part time
    Local area
    Weekend work

    Heartstringspethospice

    Walnut Creek, CA
    4 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 Equity
    Private
    Full time
    Temporary work
    Flexible hours
    Weekend work

    Forth Recruiting

    Walnut Creek, CA
    4 days ago
  •  ...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 Equity
    Private
    Work at office
    Local area

    Freeman Mathis & Gary, LLP

    Walnut Creek, CA
    23 hours 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 Equity
    Private
    Work experience placement
    Local area
    Shift work

    Fifth Third Bank, N.A.

    Walnut Creek, CA
    3 days ago
  • $90k - $175k

     ...hybrid) About the Role Step into a client-facing leadership role where you'll manage key private equity fund relationships and oversee the full spectrum of alternative investment fund accounting, from capital activity and waterfalls to financial reporting and audits.... 
    Employment Equity
    Private
    Ongoing contract
    Work at office

    Blue Prism Group

    Walnut Creek, CA
    1 day ago
  • $70k - $85k

     ...Sr. Service Associate Walnut Creek, California, United States Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning...  ...Allworth Financial is a high growth, private equity backed, multi branch Registered... 
    Employment Equity
    Private
    Full time
    Contract work
    Temporary work
    Part time
    Internship
    Work at office
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    23 hours ago
  •  ...for its building, and an expansion of its development team and private philanthropy strategy. The Development Manager will be a key collaborator...  ...handling confidential information. ~ Commitment to racial equity, health equity, and Rafiki's mission to support Black and... 
    Employment Equity
    Private
    Full time
    Part time
    For contractors
    Local area

    Rafiki Coalition

    Alamo, CA
    4 days ago
  •  ...Qualifications:Education: Bachelor’s degree. An MBA is a plus, but not required.Experience: 2+ years in corporate development, sales, investment banking, private equity, with a proven track-record of sourcing opportunities or sales.Communication: Excellent verbal and written... 
    Employment Equity
    Private
    Temporary work
    Work at office

    Golden-State-Dermatology

    Walnut Creek, CA
    2 days ago
  •  ...hard work and ambition. As an Associate at Matthews™, you will join...  ...of AI. The company has invested millions of dollars into proprietary...  ...in commercial real estate sales and brokerage. Participate...  ...property owners (REITs, private equity, family office, high net worth... 
    Employment Equity
    Private
    Work at office

    Matthews Real Estate Investment Services, Inc

    Walnut Creek, CA
    1 day ago
  • $88.8k - $165.6k

     ...Performance / Portfolio Management (35%) Sales Support and Partnership (25%)...  ...consistency in underwriting approach and investment rationale. Assist Relationship Managers...  ...insurance companies, family office or private equity sponsors. ~ Prior underwriting experience... 
    Employment Equity
    Private
    Part time
    Local area

    Bmo

    San Ramon, CA
    1 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!