FINRA Licensed Investment Sales Executive

Posted 9 days ago

virtual vocationsNew York (NY)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

To achieve sales and growth goals for alternative investments, the remote FINRA Licensed Investment Sales Executive will develop and implement a business plan, collaborate with sales and investment teams, and drive educational initiatives for wealth management advisors across the Central Midwest Region.

Key responsibilities: Develop a deep understanding of Lincoln Financial's Alternatives platform and represent solutions to wealth management firms and advisors Organize and execute fund roadshows and field engagement routines to drive sales results Maintain client relationships and increase financial advisors' awareness of alternative investment products and services Required qualifications 3-5+ years of experience in alternatives distribution FINRA Series 7 and 63 Licenses Bachelor's degree or equivalent work experience Strong knowledge of alternative investments and market trends Ability to adapt quickly in a changing work environment

Before you apply

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.