Associate Investment Services (Los Angeles / Orange County)

Job Title: Associate Investment Services

Location: (hybrid/Remote) Los Angeles / Orange County

Job Overview:

Seeking a highly motivated sales professional to join our team focusing on the Los Angeles and Orange County metros. This role is ideal for selfdriven individuals who thrive in both independent and collaborative settings. Our customer segment is largely USbased Chinese investors so we’re seeking candidates that are bilingual in English and Chinese.

Key Responsibilities:

• Proactively identify and pursue sales opportunities in the privatemarket investment sector.
• Educate and inform accredited USbased Chinese investors about compelling alternative investment opportunities.
• Achieve sales targets through effective marketing strategies and client engagement.
• Work autonomously to meet sales goals while collaborating seamlessly with the team

Minimum Qualifications:

• FINRA Registration: Possession of a FINRA Registered Series 82 or a combination of Series 7 and 63 or 66. Exceptional candidates who are not yet licensed may be considered for exam sponsorship with expectation to obtain the necessary licenses within 90 days of start date.
• Language Proficiency: Must be proficient in both English and Chinese to effectively cater to our primary customer segment.

Pay:

• Base and Performance bonus. Pay range $35000 $120000

Ideal Candidate Profile:

• SelfDriven and Ambitious: Eager to succeed and achieve remarkable results in a commissiononly role with significant income potential.
• ResultsOriented: Sets and diligently pursues aggressive sales targets demonstrating a strong commitment to achieving success.
• Positive and Constructive Attitude: Brings a positive outlook to the sales process contributing to a constructive work environment.
• Coachability and Adaptability: Open to learning and applying new sales methods and concepts showing a willingness to grow and adapt.
• Proactive Approach: Driven to actively seek sales opportunities daily through various methods and approaches.
• Networking Skills: Skilled in building and leveraging personal contacts forming strategic partnerships and generating referrals for sustained sales growth.
• Communication Excellence: Exhibits highly professional verbal written and interpersonal communication skills ensuring clear and effective client interactions.
• Strong Presentation and Negotiation Skills: Capable of delivering compelling presentations skillful negotiation and closing deals confidently.
• Initiative and Networking: Demonstrates a proactive approach in creating and nurturing a network of contacts contributing to longterm business development.
• Relevant Experience: Prior experience in private market investments private equityor family office environments is highly preferred. Investment Consultant Financial Services Representative Investment Advisor Financial Advisor Insurance Broker Insurance Agent.

Featured benefits

• Work from home remote work flexible schedule. Collaborative and Supportive Culture
• Healthcare (Medical Dental Vision) Coverage
• H1B sponsorship. OPT is also welcomed.

Job Type: Full Time

Schedule: Monday to Friday. Flexible schedule. sometimes weekends due to events

Travel requirement: Remote Hybrid meet with clients as needed

How to Apply:

Interested candidates are invited to submit their resume for consideration. While a cover letter is not mandatory we encourage you to include a brief statement (14 sentences) highlighting your interest in this position and why you believe you are an ideal fit for this role. Additionally if you possess an existing network within our target markets kindly provide a concise overview of your connections or network in those areas. This information will be valuable in understanding your potential impact and reach in the role.

Contact: