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Equity Sales Representative Jobs (NOW HIRING)

Roth

Institutional Equity Sales

New York, NY · On-site

Roth is looking to add an Institutional Equity Sales Professional to our team. The Institutional ... This role will be generalist coverage, representing the full breadth of Roth's institutional ...

Wedbush

Managing Director, Equity Sales

New York, NY · On-site

... Represent Wedbush with professionalism and integrity at all times What You'll Bring Proven success in institutional equity sales with a strong revenue track record Established institutional client ...

Equity Cash Offer

Dispo Sales Rep

Plano, TX · On-site

Equity Cash Offer is actively seeking an experienced and results-driven Disposition Rep to lead our sales efforts. In this role, you will leverage your exceptional negotiation skills to engage ...

Emerging Blue Jobs

Sales Representative

Los Angeles, CA · On-site

$60K - $70K/yr

Senior Sales Representative Onsite | Los Angeles, CA We are seeking a motivated and collaborative ... Equity awards, profit sharing, or other forms of non-cash compensation are not included in the ...

Asana

Inside Sales Representative (Chicago)

Chicago, IL · On-site +1

We are looking for an ambitious, drive-oriented Inbound Sales Representative (ISR) to join our ... equity audit. For this role, the On-Target Earnings (OTE) range is $94,000 - $104,000 (based on the ...

Asana

Inside Sales Representative (Chicago)

Chicago, IL · On-site

We are looking for an ambitious, drive-oriented Inbound Sales Representative (ISR) to join our ... equity audit. For this role, the On-Target Earnings (OTE) range is $94,000 - $104,000 (based on the ...

Jackalope Digital LLC

We are looking for an ambitious, drive-oriented Inbound Sales Representative (ISR) to join our ... equity audit. For this role, the On-Target Earnings (OTE) range is $69,000 - $77,000 (based on the ...

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Equity Sales Representative information

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$76.7K

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How much do equity sales representative jobs pay per year?

As of Sep 10, 2026, the average yearly pay for equity sales representative in the United States is $76,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $93,000.00 per year, depending on experience, location, and employer.

What is an equity sales representative?

Equity Sales Representatives are financial professionals who act as intermediaries between institutional or high-net-worth clients and the equity markets. They provide clients with market insights, trading ideas, and facilitate the buying and selling of stocks and other equity products. Their role involves staying updated on market trends, building client relationships, and collaborating with traders and research analysts to deliver optimal solutions for clients’ investment strategies.

How does an equity sales representative collaborate with research analysts and traders to serve clients?

Equity Sales Representatives work closely with research analysts to understand and communicate the latest market trends, stock recommendations, and sector insights to clients. They also coordinate with traders to ensure timely and accurate execution of client orders, often relaying important market intelligence between clients and the trading desk. This collaboration allows them to provide tailored investment ideas and responsive service, which is crucial for maintaining strong client relationships and meeting performance targets.

What are the key skills and qualifications needed to thrive as an equity sales representative?

To thrive as an Equity Sales Representative, you need a solid understanding of financial markets, equity products, and investment strategies, typically supported by a relevant degree and industry certifications such as FINRA Series 7 and 63. Familiarity with trading platforms, CRM systems, and financial analysis tools is essential for executing trades and managing client relationships. Strong interpersonal skills, persuasive communication, and resilience help build trust with clients and navigate high-pressure situations. These skills are crucial for effectively advising clients, achieving sales targets, and maintaining regulatory compliance in a competitive financial environment.

What are popular job titles related to Equity Sales Representative jobs?

For Equity Sales Representative jobs, the most frequently searched job titles are:

Institutional Equity Sales

Manhattan, NY • On-site

Roth Capital Partners
See more jobs at Roth Capital Partnersexternal

Full-time

Posted 22 days ago

Job description

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.
Roth is looking to add an Institutional Equity Sales Professional to our team. The Institutional Sales Professional is a senior, revenue-generating role responsible for building and maintaining relationships with our clients (hedge funds, family offices, mutual/pension funds & other asset managers).This role will be generalist coverage, representing the full breadth of Roth’s institutional capabilities, including equity research, corporate access, capital markets transactions (IPOs, follow-ons, blocks), and trade execution. This is a senior role, requiring individual contribution and self-driven operations, with a high degree of autonomy, commercial judgment, and cross-desk collaboration. This position may be based out of any of our U.S. Offices.
Responsibilities include (but are not limited to):
  • Originate, develop, and manage relationships with institutional investor accounts across the buy side.
  • Meet or exceed individual commission and revenue targets while managing account profitability and client servicing costs.
  • Market & distribute the firm’s equity research, corporate access events and desk strategists event driven and macro commentary. Distribute and cross-sell equity capital markets transactions; IPOs, follow-on offerings, blocks, and secondary offerings  to institutional accounts.
  • Partner closely with research analysts, sales-trading, capital markets, and corporate access teams to ensure coordinated, high-quality client coverage.
  • Maintain a deep working knowledge of covered sectors, market conditions, and portfolio manager/analyst priorities across accounts.
  • Maintain compliance with all regulatory requirements (FINRA, SEC) and internal policies governing institutional sales conduct, including information barriers and research distribution rules.
  • Represent the firm at industry conferences, non-deal roadshows, and client events.
Skills and Attributes:
  • Strong knowledge of equity markets, capital markets products, and sector fundamentals across a broad range of industries.
  • Excellent relationship management, negotiation, and communication skills, with the executive presence to engage senior portfolio managers and C-suite corporate clients.
  • Demonstrated ability to work collaboratively across research, salestrading, and capital markets desks.
Qualifications:
  • 5-10+ years of institutional equity sales experience at a bulge bracket, middle-market, or boutique investment bank.
  • Established, portable book of institutional investor relationships with a demonstrated track record of commission generation.
  • Bachelor's degree required.
  • Active Series 7 and Series 63 licenses required (or ability to obtain promptly).
  • Clean U.S. regulatory record (FINRA BrokerCheck).

Compensation:  This position is commission-based. Total compensation, including commission and any discretionary bonus, will vary based on experience, portable book of business, and individual production.
 

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