Financial Investment Sales Executive jobs in United States
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Vibotek LLC · 6 hours ago

Financial Investment Sales Executive

Vibotek LLC is a major national/international asset-management firm seeking a successful Financial Investment Sales Executive. The role involves extensive sales experience with affluent clients in financial advisory, wealth management, or banking/finance, focusing on retail financial investment sales.

Information Technology & Services

Responsibilities

Candidates should have 5-20 years successful sales experience with a financial advisory, wealth management, or banking/finance company
Extensive experience with affluent clients strongly preferred
Successful track record of retail financial investment sales is essential
A book of business is not a requirement
Excellent support provided
There is no overnight travel
This position has extraordinary financial potential for a talented financial sales executive

Qualification

Financial investment salesSales experienceWealth managementFinancial advisoryBanking/finance experienceClient relationship managementCommunication skillsTeam collaborationProblem-solving skills

Required

5-20 years successful sales experience with a financial advisory, wealth management, or banking/finance company
Successful track record of retail financial investment sales is essential
Four-year college degree required
Candidates should reside in the metro Houston TX area

Preferred

Extensive experience with affluent clients strongly preferred
MBA preferred

Company

Vibotek LLC

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We screen and shortlist candidates before presenting to our clients. Therefore reducing hiring time and cost.

Funding

Current Stage
Early Stage
Company data provided by crunchbase