The Opportunity
- Investment Sales
Key Responsibilities
- Sales and business development – sell the investment and raise capital through high net worth individuals, family offices, pension plans, and institutional investors.
- Identify, create, and develop direct and referral relationships for a consistent, quality flow of new investment opportunities.
Professional Experience & Qualifications
- Proven sales, new business development, and closing skills
- At least 5 years of recent investment sales experience involving family offices, registered investment advisors, and/or institutional investors
- Bachelor's degree or equivalent
Location and Hours
- Newport Beach, CA (home office)
- Full-time employee (exempt)
Compensation & Benefits
- Base Salary
- Bonuses
- Performance-Based
- Employee Referral Program
- Stock Grants
- Health Benefits for employee
- Medical, Dental and Vision
- Life Insurance (employee only)
- Optional Individual Insurance Plans
- Paid Time Off (Vacation, Personal and Sick Days)
- Paid Holidays
- Training and Development Programs
- Discounted Health Club Membership
- Business Casual Days
- Flexible Hours / Alternative Scheduling
For immediate consideration:
- Email your resume to Recruiting@wilshirefp.com