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Financial Investment Sales Executive
Veracity Software Inc
- 🇺🇸 United States
- On-site
- Manager or above
- 9 months ago
9 months ago
Location: Los Angeles, California (Metro Area – Local Candidates Only)
Employment Type: Full-Time
A premier national/international asset management firm is seeking aFinancial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role offersextraordinary financial upside, strong internal support, and the opportunity to grow within a globally recognized investment management organization.
The ideal candidate brings aproven track record in financial investment sales, strong client relationship skills, and experience working with high-net-worth individuals. A portable book of business isnot 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
Required Qualifications
Education
• Bachelor's Degree (Required)
• MBA (Preferred)
Experience
• 5–20 years ofsuccessful 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 toaffluent individual clients
• Demonstrated retail investment sales performance
• Must currently reside in theLos 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
Ideal Candidate Profile
• 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 withgreater earning and growth potential
• Comfortable working without a requirement to bring a book of business
Recruiter Submission Template –
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):
Financial Investment Sales Executive · Veracity Software Inc