Top 8 Private equity associate Jobs in Newport Beach Ca

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
Investment Associate, Direct Equity - Irvine
Pathway Capital Management —Irvine, CA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Investment Banking Associate, Consumer Group
D.A. Davidson —Irvine, CA
- $160,000 - $170,000 a year
- Weekends as needed
- Management
- Mid-level
- Office
Associate to the President
Sunwest Bank —Irvine, CA
- $80,000 - $90,000 a year
- Monday to Friday
- Microsoft Excel
- Computer Science
- Heavy lifting
Quick Apply
Financial Consultant Associate
East West Bank —Irvine, CA
- $20 - $26 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Opportunities for advancement
Audit Senior Associate - Financial Services
Crowe —Costa Mesa, CA
- $70,600 - $139,800 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- Research
Quick Apply

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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 equity associate jobs in newport beach ca

Private Equity Investment Sales Associate

Investment Associate, Direct Equity - Irvine

Investment Banking Associate, Consumer Group

Associate to the President

Financial Consultant Associate

Audit Senior Associate - Financial Services

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