What are the responsibilities and job description for the Financial Investment Sales Executive position at Veracity Software Inc?
Location: Los Angeles, California (Metro Area - Local Candidates Only)
Employment Type: Full-Time
A premier national/international asset management firm is seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role offers extraordinary financial upside, strong internal support, and the opportunity to grow within a globally recognized investment management organization.
The ideal candidate brings a proven track record in financial investment sales, strong client relationship skills, and experience working with high-net-worth individuals. A portable book of business is not required.
Key Responsibilities
Education
Full Name:
Highest Degree (Field, University & Completion Year):
Total Years of Financial Investment Sales Experience:
Experience selling investment products to affluent/high-net-worth clients? (yes/no - please explain):
Background in which areas? (Financial Advisory / Wealth Management / Banking / Asset Management - specify):
Proven retail financial investment sales track record? (yes/no):
Do you currently reside in the Los Angeles metro area? (Required - yes/no):
Are you open to working without a portable book of business?
Experience managing long-term client relationships?
Experience meeting/exceeding aggressive sales targets?
Motivation / Reason for Interest in This Position:
Motivation / Reason for Transition from Current Role:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, Zip Code):
Notice Period (in weeks):
Current Work Authorization Status:
Expected Salary:
Are you able to work full-time onsite/locally in Los Angeles, CA? (yes/no):
Employment Type: Full-Time
A premier national/international asset management firm is seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role offers extraordinary financial upside, strong internal support, and the opportunity to grow within a globally recognized investment management organization.
The ideal candidate brings a proven track record in financial investment sales, strong client relationship skills, and experience working with high-net-worth individuals. A portable book of business is not required.
Key Responsibilities
- Drive retail financial investment sales to affluent and high-net-worth individual clients
- Develop and maintain long-term relationships with financial advisors, clients, and partners
- Present and position investment products and asset management solutions effectively
- Meet and exceed sales targets through consultative, relationship-driven selling
- Collaborate with internal research, portfolio management, and client support teams
- Represent the firm professionally within the Los Angeles metro market
- Leverage firm-provided sales, marketing, and operational support
- Maintain compliance with all regulatory and firm standards
Education
- Bachelor's Degree (Required)
- MBA (Preferred)
- 5-20 years of successful financial investment sales experience
- Background in one or more of the following:
- Financial Advisory
- Wealth Management
- Asset Management
- Banking / Financial Services
- Proven success selling investment products to affluent individual clients
- Demonstrated retail investment sales performance
- Must currently reside in the Los Angeles metro area
- Extensive experience working with high-net-worth or affluent client segments
- Experience at a leading financial services, banking, or asset management institution
- Strong consultative selling and relationship management skills
- High-performing financial sales executive with a strong sales track record
- Client-focused, relationship-driven professional
- Motivated by long-term financial growth and career advancement
- Interested in moving to a role with greater earning and growth potential
- Comfortable working without a requirement to bring a book of business
Full Name:
Highest Degree (Field, University & Completion Year):
Total Years of Financial Investment Sales Experience:
Experience selling investment products to affluent/high-net-worth clients? (yes/no - please explain):
Background in which areas? (Financial Advisory / Wealth Management / Banking / Asset Management - specify):
Proven retail financial investment sales track record? (yes/no):
Do you currently reside in the Los Angeles metro area? (Required - yes/no):
Are you open to working without a portable book of business?
Experience managing long-term client relationships?
Experience meeting/exceeding aggressive sales targets?
Motivation / Reason for Interest in This Position:
Motivation / Reason for Transition from Current Role:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, Zip Code):
Notice Period (in weeks):
Current Work Authorization Status:
Expected Salary:
Are you able to work full-time onsite/locally in Los Angeles, CA? (yes/no):