Securities Wholesaler

2 weeks ago

Irvine, United States Wilshire Finance Partners Full time
Job DescriptionJob DescriptionBenefits:
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance

Securities Wholesaler

Compensation: Base salary plus additional performance-based commissions and bonuses

Location: Irvine, California

Schedule: Monday to Friday

Benefits:
Health Insurance
Paid Time Off
Dental Insurance
Vision Insurance
Life Insurance

Experience:
3 years or more of sales and marketing experience in securities sales or the equivalent.

Job Description:

Securities Wholesaler

Since 2008, Wilshire Finance Partners has provided short-term, fixed-income, real estate-based private credit investments that have delivered Stable Income and Principal Protection to our investors. As an alternative investment which is not correlated to the stock or bond markets and has little to no sensitivity to interest rates, investors and advisors use our investments as part of a more conservative asset allocation strategy that seeks a balance of higher risk-adjusted returns, cash flow and down-side risk protection.
As part of our strategy, we recently formed an investment banking firm to assist with our securities distribution and capital raising efforts. We are looking for experienced Securities Wholesalers to join our team in Irvine, California.

Why Wilshire
  • Established track record and proven performance in a growing industry sector
  • Base salary plus performance-based commissions and bonuses
  • Company benefits
  • Paid vacation
  • Growth opportunities
About the Role

As part of our investment team, you will use your securities sales skills, industry experience and business development acumen to help drive securities distribution and capital raising for the firm. This includes identifying and developing relationships with new investors and advisors to sell existing and new investment products and opportunities offered by and through the firm. Predominantly an internal sales role, the position will also involve representing the firm at presentations, meetings, industry events and other in-person sales opportunities.

About You

  • 3 years or more of experience in securities sales; experience with alternative investments highly desired.
  • Strong phone sales skills (heavy phone contact requried).
  • Excellent interpersonal skills.
  • Strong written and verbal communication skills.
  • Takes initiative with minimal direction.
  • Ability to quickly learn and apply new information and processes.
  • High achiever, honest, persistent, and hard working.
  • Professional appearance and demeanor.
  • Bachelor's Degree.
  • SIE, Series 7 and Series 63 in good standing.
    • May consider candidates holding an SIE, Series 63, and either a Series 22 or Series 82.
Apply Now

This is an attractive opportunity for the right individual to join an organization focused on growth and opportunity.

In-office role based in Irvine, California. This is not a remote position.

Please respond to this posting or send your resume to:

Wilshire Finance Partners, Inc. 2 Venture, Suite 430 Irvine, CA 92618

Learn more about us at: www.WilshireFP.com

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