Investment Specialist

23 hours ago

πŸ‡ΊπŸ‡Έ United States – Remote

πŸ’΅ $125k - $150k / year

⏰ Full Time

🟒 Junior

🟑 Mid-level

πŸ’Έ Financial Planning and Analysis

Apply Now
Logo of Linqto

Linqto

FinTech β€’ Private Investing β€’ Secondary Trading β€’ Wealth Management β€’ Capital Investing

51 - 200

Description

β€’ Linqto opened access to pre-IPO unicorn investments for a new group of investors. β€’ A leader in private sector liquidity, Linqto has developed a financial platform that simplifies access to private securities. β€’ The Investment Specialist will guide customers through the investment process.

Requirements

β€’ A FINRA Series 7 license β€’ A Series 63 license is preferred and will be necessary β€’ 2-5 years of sales experience β€’ Self-motivated attitude and ability to work effectively from home β€’ Strong social and relationship building skills β€’ Knowledge of or experience in capital markets β€’ Experience in customer-facing roles β€’ Comfortable working with high-net-worth individuals

Benefits

β€’ Equity options β€’ Bonus programs β€’ Health insurance β€’ Vision insurance β€’ Dental insurance β€’ Disability insurance β€’ Life insurance β€’ 401k β€’ Paid time off

Apply Now

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