Top 2322 Private Client Advisor Jobs

Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Senior Merchant Business Advisor
KeyBank National Association —Buffalo, NY
- $56,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Private Client Banker- North Dakota Market
JPMorganChase —Fargo, ND
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Remote
- Full-time
- Marketing
- Data analysis skills
- Research
Finance Advisor
KBA STAFFING —Remote
- $80 - $110 an hour
- Choose your own hours
- Remote
- Mid-level
- 3 years
- Financial services
Quick Apply
13d
Private Client Relationship Advisor
Brown Advisory —Washington, DC
- $120,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave
Private Client Manager
Modern Life —Remote
- $85,000 - $100,000 a year
- Full-time
- Remote
- 7 years
- Research
- Financial services
- Life insurance
Quick Apply
Senior Private Client Advisor
Marsh McLennan Agency —Philadelphia, PA
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Health insurance
- 401(k)
Yacht Private Client Advisor
Marsh McLennan Agency —Fort Lauderdale, FL
- $52,600 - $98,000 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- 401(k)
Senior Insurance Private Client Advisor
Marsh McLennan Agency —New York, NY
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Wealth Advisor, Investments
Centura Wealth Advisory —Remote
- $150,000 - $200,000 a year
- Full-time
- Remote
- 8 years
- Analysis skills
- Senior level
Quick Apply
Private Client Advisor
Trucordia —Washington, DC
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Private Client Advisor
Marsh McLennan Agency —Philadelphia, PA
- $54,700 - $101,900 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Health insurance
- 401(k)
Premier & Private Banking - Private Client Advisor
NBH Bank —Greenwood Village, CO
- $100,000 - $150,000 a year
- 8 hour shift
- Bilingual
- Background check
- Microsoft Excel
Quick Apply
Private Client Advisor Associate
Commerce Bank —Kansas City, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Financial Advisor-in-Training - Remote
AdviceOne —Remote
- $60,000 a year
- Full-time
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
12d
Private Client Advisor
Gallagher —Pittsburg, KS
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
PWM Private Wealth Advisor
U.S. Bank National Association —Beverly Hills, CA
- $159,970 - $188,200 a year
- Full-time
- Writing skills
- Business development experience
- Analysis skills
- Paid holidays
- Disability insurance
Client Advisor
Bessemer Trust Company, N.A. —Greenwich, CT
- $100,000 - $150,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Paid parental leave
Lead Private Placement Analyst - Aegon AM
Aegon Asset Management —Remote
- $150,000 - $200,000 a year
- Full-time
- Remote
- Research
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave

I want to receive the latest job alert for Private Client Advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Private Equity Investment Sales Associate

Paulson Investment Company, LLC
Newport Beach, CA

Quick Apply

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Sales
Series 66
Series 7
FINRA License
Experience practicing in the securities industry
Marketing
Series 63

Full Job Description

Must be Fully licensed: FINRA Series 7/63 & 65 or 66

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

Pay: $50,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Paid time off
Vision insurance

Experience:

Sales: 1 year (Preferred)

License/Certification:

FINRA Series 7/63 & 65 or 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

Private Client Advisor jobs

Private Equity Investment Sales Associate

Senior Merchant Business Advisor

Private Client Banker- North Dakota Market

Private Client Advisor

Finance Advisor

Private Client Relationship Advisor

Private Client Manager

Senior Private Client Advisor

Yacht Private Client Advisor

Senior Insurance Private Client Advisor

Wealth Advisor, Investments

Private Client Advisor

Private Client Advisor

Premier & Private Banking - Private Client Advisor

Private Client Advisor Associate

Financial Advisor-in-Training - Remote

Private Client Advisor

PWM Private Wealth Advisor

Client Advisor

Lead Private Placement Analyst - Aegon AM

I want to receive the latest job alert for Private Client Advisor

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected