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Equity Sales Associate
2 months ago
We are seeking a highly motivated and experienced Equity Sales Associate to join our team at Wedbush Securities. As a key member of our Sales and Trading team, you will be responsible for building and maintaining relationships with institutional, corporate, and issuing clients.
Responsibilities:- Prospect, develop, and grow existing partnerships with clients
- Identify new opportunities with existing clients and provide reports to Senior Sales and Management
- Generate write-ups/recaps and stock ideas, and connect analysts with investors
- Manage calendars, update contacts in CRM, and coordinate/host conference calls
- Assist with follow-up of research calls and events, and perform other duties as required
- Bachelor's Degree from an accredited University, preferably in Business Administration or related
- 1-2 years of Sales experience in Financial Services industry experience required
- Active Series 7 and 66 Licenses required
- Entrepreneurial skills with a proven track record of building new revenue streams
- Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel skills
- Must be proficient in using client contact database management systems
- Strong analytical, quantitative, problem-solving, and critical-thinking skills
- Organized and able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
- Detail-oriented and self-motivated
- Excellent verbal and written communication skills
- Strong negotiation and sales skills
- Must be resilient, proactive, and know how to take initiative
- Comprehensive medical, dental, and vision coverage with multiple health plan options
- Health Savings Account (HSA) with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
- Tuition reimbursement ($5,250 max per year)
- Paid Sick Time, Holidays, Volunteer Time Off
- Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
- FINRA and Professional License Sponsorship
- Charitable Donation Matching Contributions
- Travel & Employee Assistance and Employee Discount Programs
- Discretionary compensation based on the colleague's and the firm's performance