Sales Executive (Retail Investment)

Seternity Solutions
Boston, US
On-site

Job Description

Industry: Financial Services - Investment Management

Job Category: Sales / Marketing

Major national/international asset-management firm seeks a successful Financial Investment Sales Executive.

Candidates should have 5-20 years successful sales experience with a financial advisory, wealth management, or banking/finance company.

Extensive experience with affluent clients strongly preferred.

Successful track record of retail financial investment sales is essential. A book of business is not a requirement.

Four-year college degree required, MBA preferred. Candidates should reside in the Boston MA or Dallas, TX or Washington DC or NYC, NY or San Francisco, CA area .

Excellent support provided. There is no overnight travel. This position has extraordinary financial potential for a talented financial sales executive.

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Pay: $150,000.00 - $225,000.00 per year

Benefits:

  • 401(k) matching
  • Flexible schedule
  • Life insurance

Education:

  • Bachelor's (Required)

Experience:

  • Financial Investment Sales Executive: 5 years (Required)
  • sales: financial advisory, wealth mgmt, banking/finance co.: 5 years (Required)

Work Location: On the road

Skills & Requirements

Technical Skills

Financial investment salesAffluent clientsFinancial advisoryWealth managementBanking/finance companyFinancial servicesInvestment management

Salary

$150,000 - $225,000

year

Level

executive

Posted

4/22/2026

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