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Sales Executive (Wealth Management)

San Francisco, CA

Function: Account Exec / Field Sales Job Number: JN -092019-7372

Job Description





We are seeking a candidate with a proven track record of investment management sales success.




Qualifications include, but are not limited to:

4-year college degree with a strong grasp of investment management.

Proven sales experience in the investment management industry.

Experience working with astute high-net worth individuals and institutions.

Candidates are required to have or obtain the Series 65.

Responsibilities include, but are not limited to:

Investment Management Sales

o The candidate will be expected to generate revenue from self-generated sources.




Compensation includes competitive salary and a high revenue bonus payout. Benefits include medical, dental, and vision, along with 401K matching and a stock options plan.

To be considered for this position your resume must be accompanied with a cover letter summarizing your experience and why your background would be a good fit for the position.




To apply please email mikaela.Bourret@culvercareers.Com

Meet Your Recruiter

Mikaela Campbell

Knowledge is like underwear.. it's useful to have but not necessary to show it off. My knowledge and unique sense of humor can help you land your next career!
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