Financial Investment Sales Executive (San Francisco)
$175k - $250kHireRight Global
A leading national/international asset management firm is seeking a Financial Investment Sales Executive to present investment opportunities and financial services to high-income clients in the San Francisco Bay Area.
Who We’re Looking For:
- Successful sales executives with 7–20 years of proven sales experience .
- Backgrounds in wealth management, banking, investments, medical capital and devices, or business software will be considered.
- Experience selling to affluent or high-income clients is strongly preferred.
What We Offer:
- Comprehensive 6-week classroom training program , followed by mentorship.
- Outstanding sales support to help you succeed.
- Competitive compensation package : base salary plus commission.
- Travel approximately 10% , all expenses paid.
- This is a unique opportunity for a motivated sales professional to grow their career with a prestigious asset management firm while working with an affluent clientele.
Base Salary $175,000 - $250,000 + commission
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Staffing and Recruiting
#J-18808-Ljbffr$200k - $350k
A financial services company is seeking a Senior Employee Benefits Consultant in San Francisco, CA. This role requires a strong background in employee benefits sales with at least 3 years of experience. The consultant will manage a dynamic territory, focusing on building...FinancialFull time$175k - $200k
...A leading financial advisory firm in San Francisco seeks an experienced Equity Research Sales Executive Director. The role involves selling stock recommendations and analytics to institutional clients. Candidates should have a strong sales background in equity markets,...FinancialFull time- ...A leading financial institution in San Francisco is seeking a Vice President, Portfolio Manager to oversee complex loans and support venture-backed technology companies. You will analyze applications, structure loans, and manage client relationships to optimize credit...FinancialFull time
- ...consulting firm is looking for a Managing Director of Public Markets in San Francisco, CA. This role involves overseeing public market investments, leading a diverse team, and managing complex financial issues. The ideal candidate will have a BA/BS degree and at least 10...FinancialFull time
- ...Venture Capital fund in the San Francisco Bay Area is seeking a Director... ...the intersection of venture investing, corporate strategy, and... ...blend of strategic thinking, executional ability, and cross-border experience... ...~ Strong analytical skills (financial modeling, strategic analysis...FinancialFull timeVisa sponsorship
$193k - $301k
...Place to Work. At McDermott, we don’t just invest in your future, we accelerate your... ...your physical, emotional, mental, and financial health, with an emphasis on work-life balance... ...benefits package. Pursuant to the San Francisco Fair Chance Ordinance, we will consider...FinancialFull timeWork at office$200k - $300k
...A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to...FinancialFull time$265k - $325k
...Houston, Los Angeles, McLean, San Francisco, Cincinnati, Cleveland,... ...(EYCA) offers comprehensive investment banking services with access... ...consistently rank among the leading financial services firms based on the... ...with world‑class, global execution capabilities. You’ll be an...FinancialFull timeWork experience placementSummer holidayWork at officeFlexible hours$237.18k - $272.82k
...Location: San Francisco, San Jose At EY, we’re all in to shape your future with confidence. We’ll help... ...EY and help to build a better working world. Sales Executive – Associate Director, San Francisco (Financial Services and BCM) Our Sales function brings...FinancialWork experience placementSummer holidayFlexible hours$237.18k - $272.82k
...Sales Executive - Associate Director, San Francisco (Financial Services and BCM) Location: San Francisco Other locations: Anywhere in Region Salary: Competitive Date: Jul 17, 2026 Job Description At EY, we're all in to shape your future with confidence. We'll help...FinancialWork experience placementSummer holidayFlexible hours$175k - $200k
...Title: Equity Research Sales, Executive Director About Us William... ...and Exchange Commission, The Financial Conduct Authority, and the... ...and knowledge of equity investments and overall financial market... ...Nearest Major Market: San Francisco Nearest Secondary Market...FinancialFull timeWork at officeLocal area$237.18k - $272.82k
Sales Executive - Associate Director, San Francisco (Financial Services and BCM) Location: San Francisco, San Jose The opportunity Reporting to the Core Growth Sales Leader, as a Core Growth Sales Executive (SE), you will focus on specific account(s) with high growth...FinancialWork experience placementSummer holidayFlexible hours$225k
...Multi-Office - Investment Management - Private Funds Institutional... ...in negotiating purchase and sale agreements for secondary transactions... ...County, Philadelphia, San Francisco, and Washington, DC and must... ...a full range of medical, financial, and/or other benefits (including...FinancialHourly payFull timeWork at office- ...role involves collaborating with executive leadership and acting as the... ...has over 5 years' experience in investment banking or growth equity, with strong financial modeling skills. The position offers a hybrid work model in San Francisco, with competitive compensation...FinancialFull time
$200k - $250k
...investors. Collaborate with accounting and investment teams to distribute capital account... ...including crafting presentation materials and financial analysis for investor outreach.... ...Associate Employment type Full-time Job function Marketing San Francisco, CA #J-18808-Ljbffr...FinancialFull time$220k - $260k
...Markets Reports To: Chief Financial Officer Department: Finance Location: San Francisco, CA About Netradyne Netradyne... ..., and strategy to the investment community, and shape our financial... ...Relations Lead the development and execution of a high‑impact investor...FinancialFull time$330k - $410k
...storytelling, and alignment with financial stakeholders. This role is... ...& Strategy – Develop and execute a comprehensive investor... ...role in investor relations, investment banking, corporate finance,... ...friendly with offices in Toronto, San Francisco, New York City, London,...FinancialFull timeLocal areaRemote workHome office- ...rely on to live a healthier financial life. We work with thousands... ...company is headquartered in San Francisco with offices in New York, Washington... ..., Communications, and the executive team to develop a world-... ...Relations, equity research, investment banking, private equity, or...FinancialFull timeWork experience placementLocal area
$165k
...Capital One: SaaS Sales Representative – Capital One Software... ...decisions. Lead research design, execution and delivery of insights... ...Sr. Manager, SaaS Sales San Francisco, CA: $165,000 – $165,000 for... ...inclusive set of health, financial and other benefits that support...FinancialFull timePart timeLocal areaRemote workShift work$75k - $300k
...exclusive features. RUBIN FINANCIAL GROUP provided pay... ...Group | Remote Sales | Commission-Based | Independent... ...Specialist” roles. San Jose, CA $102,800.00-$1... ...Door (D2D) West San Francisco, CA $50,000.00-$130,000... ...1 month ago Account Executive (Mid-Market Sales) -...FinancialFull timeFor contractorsRemote workWork from homeFlexible hours- ...leading technology firm is seeking a Finance Associate to support financial, operational, and technical workflows. The ideal candidate... ...a collaborative spirit and attention to detail. Located in San Francisco, California, this position presents a unique opportunity to engage...FinancialPart time
- ...investor engagement strategy. Located in San Ramon, CA, this role is integral in... ...company's vision and growth strategy to the investment community. The ideal candidate will have... ...related fields, and must possess strong financial acumen and excellent communication...FinancialFull time
$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...FinancialFull time$175k - $200k
...Senior Investment Consultant - Institutional, RIA, and... ...competitive landscape, financial markets, industry trends... ..., client-facing sales role that is rewarded... ...process, recommend and execute within tight deadlines... ...Investment Advisor jobs in San Francisco Bay Area . Senior...FinancialFull timeWork experience placementWork at office$200k - $300k
...type: Hybridlocations: San Francisco California United... ...which have significant financial implications.* Serve as... ...what can and cannot be executed on their behalf.* Maintain... ...broad financial/investment goals related to the creation... ...which generate new sales.* Close the deal,...FinancialFull time- ...InforCapital, partnership is seeking an Investment Director for their corporate venture capital division based in San Francisco. The Director will be responsible for shaping CVC strategy, building ecosystems between startups and corporate partners, and leading investment...Full time
$250k
...which have significant financial implications. Serve... ...can and cannot be executed on their behalf. Maintain... ...broad financial/investment goals related to the creation... ...which generate new sales. Close the deal,... ...Primary Location San Francisco, California, United States...FinancialFull time$250k
...Private Banker, Downtown San FranciscoApplylocations: San Francisco California United... ...-term plans and executes functional... ...develop and share sales ideas across their... ...which have significant financial implications.* Bring... ...broad financial & investment goals related to the...FinancialFull time- ...Jobtailor, a fast‑growing startup in San Francisco, seeks a Head of Finance to own the end‑to‑end financial picture, P&L, cash flow and strategic budgeting. You will lead budgeting, forecasting, and scenario planning to support fast, informed decisions, and run the monthly...FinancialFull time
- ...A leading financial institution in San Francisco is seeking an experienced Vice President for their Leveraged Finance team. This role demands strong client relationships and expertise in capital markets transactions. Responsibilities include leading client interactions...FinancialFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Investment Sales Executive (San Francisco). Be the first to apply!
- investment executive San Francisco, CA
- investment manager San Francisco, CA
- director investment banking San Francisco, CA
- investment director San Francisco, CA
- investment accounting manager San Francisco, CA
- impact investment manager San Francisco, CA
- online sales consultant San Francisco, CA
- automotive sales representative San Francisco, CA
- commercial litigation associate attorney San Francisco, CA
- commercial sales representative San Francisco, CA


























