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Regional Investment Wholesaler
Confidential
Brian Kirk
US-California-San Francisco
Regional Investment Wholesaler
Alternative Investment Organization, a member of the NASD, raises equity to fund cash distribution investments, providing individuals the opportunity to invest in high credit quality and venture debt direct participation equipment leasing investment programs offered through independent financial planning professionals. This firm is seeking a self-starter to work as a Regional Investment Wholesaler (Regional Marketing Director) to cover Northern California, Washington, and Oregon.
Responsibilities include:
-Building relationships with producing broker/dealer representatives as well as prospecting new leads
-Coordinating and attend seminars or conferences in the territory to enhance knowledge and increase sales
Requirements:
-Ideal candidate must have sales and marketing experience, preferably in the financial services.
-Leasing and/or limited partnership experience a plus.
-Degree required (finance, marketing or communications preferred).
-NASD Series 22 or 7 & 63 required.
Over 40,000 investors have participated in our 11 public and 3 private cash distribution investments funds.
The position offers a competitive salary, commission and benefits, great employees, and a progressive environment that encourages growth. A partial list of our benefits includes:
Medical, dental and life insurance
401(k) with generous employer matching
Flexible benefits plan
Commuter check program
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