Xnergy Financial is an international investment banking firm, headquartered in San Diego, CA. Xnergy Financial provides corporate finance and merger and acquisition services to middle-market companies.
We are looking for ambitious Investment Bankers to join our team. You must be an ambitious, self-motivated individual who enjoys working in a fast-paced environment and is committed to providing a high level of customer service.
This position will work directly with the investment banking team on current and prospective projects. The successful candidate must be willing to reach out to a wide variety of potential investors and/or prospective clients (business looking for capital or looking to sell). It will be necessary to make high volume of calls and send emails on a daily basis. We will provide investors and companies.
Responsibilities:
· Actively reach out to investors
· Participate in transactions from origination to closing
· Raise capital for investment projects.
· Manage existing and develop new relationships with investors
· Interact with clients and potential investors
Required Skills
· Must be licensed in series 7 and 63 or series 79 plus series 63.
· Ability to Network and establish new client relationships
· Self-motivated, highly determined, learning based individual that is driven, with a proven track record of success in raising funds
mid
4/6/2026
You will be redirected to the job posting on LinkedIn.