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Investment Sales Rep Jobs (NOW HIRING)

Rapid Fire Home Buyers

Investment Sales Intern

Lexington, KY · On-site

$15 - $20.25/hr

Represent Rapid Fire Home Buyers in a professional and friendly manner * Schedule and conduct ... Investor relations and networking * Sales and negotiation fundamentals * Marketing investment ...

Rapid Fire Home Buyers

Investment Sales Intern

Lexington, KY · On-site

$15 - $20.25/hr

... Represent Rapid Fire Home Buyers in a professional and friendly manner • Schedule and conduct ... • Investor relations and networking • Sales and negotiation fundamentals • Marketing ...

Ocean Bankshares

Investment Sales Manager

Miami, FL · On-site

$150 - $200/hr

Represent the firm at industry events and networking opportunities to identify talent, deepen ... Demonstrated ability to develop and execute investment sales strategies, manage client and prospect ...

Ocean Bank

Investment Sales Manager

Miami, FL

Lead the investment sales function, including sales strategy execution, pipeline management ... Represent the firm at industry events and networking opportunities to identify talent, deepen ...

Ocean Bank

Investment Sales Manager

Miami, FL · On-site

Represent the firm at industry events and networking opportunities to identify talent, deepen ... Demonstrated ability to develop and execute investment sales strategies, manage client and prospect ...

Berkadia

Director Investment Sales

Irvine, CA · On-site +1

Position Summary The Director will facilitate the representation of clients in the buying and ... Responsibilities * Drive the growth and expansion of Berkadia's Investment Sales practice by ...

Berkadia

Director Investment Sales

Seattle, WA · On-site +1

Position Summary The Director will facilitate the representation of clients in the buying and ... Responsibilities * Drive the growth and expansion of Berkadia's Investment Sales practice by ...

BOK Financial Corporation

$80 - $100/hr

Investment Sales; Trading; Wealth Management Pay Transparency Salary Range: Not Available ... FINRA Series 52 (Municipal Securities Representative), Series 7 (General Securities) and Series 63 ...

BOK Financial

Investment Sales Officer I

Austin, TX · On-site

Investment Sales; Trading; Wealth Management Pay Transparency Salary Range: Not Available ... FINRA Series 52 (Municipal Securities Representative), Series 7 (General Securities) and Series 63 ...

CBRE

Investment Sales Analyst

Denver, CO · On-site

$85K/yr

You will be supporting a national investment sales team that represents investors in the selling of commercial real estate. What You'll Do: • Assist in preparation of client and marketing materials ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot:This position supports the ... here are representative of those the employee will encounter while performing the essential ...

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Investment Sales Rep information

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$23K

$76.7K

$141.5K

How much do investment sales rep jobs pay per year?

As of Sep 9, 2026, the average yearly pay for investment sales rep 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 does an investment sales rep do?

An Investment Sales Representative is a financial professional who sells investment products, such as stocks, bonds, mutual funds, and other securities, to clients. They assess clients’ financial needs and goals, recommend suitable investment options, and help manage investment portfolios. These professionals often work for banks, brokerages, or investment firms and must stay updated on market trends and regulations. They also provide ongoing support and advice to help clients make informed financial decisions.

What are the key skills and qualifications needed to thrive as an investment sales rep?

To thrive as an Investment Sales Rep, you need a strong background in finance, sales acumen, and knowledge of investment products, often supported by a bachelor's degree and relevant licenses such as Series 7 and 63. Familiarity with CRM software, financial analysis tools, and trading platforms is typically required. Excellent communication, negotiation, and relationship-building skills help set top performers apart in this client-facing role. These competencies are vital for building trust, meeting sales targets, and ensuring clients receive suitable investment solutions.

What are some common challenges faced by investment sales reps when building their client base?

Investment Sales Reps often face the challenge of establishing trust and credibility with new clients, especially in a highly competitive financial services industry. Building a robust client base typically requires persistent networking, cold-calling, and following up on leads, which can be time-consuming and sometimes discouraging. Additionally, staying up-to-date with market trends and regulatory changes is essential to provide clients with informed advice and maintain long-term relationships. Overcoming these challenges often involves leveraging mentorship, ongoing training, and utilizing technology to streamline prospecting and client management processes.

How to get into investment sales?

To become an investment sales representative, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining sales experience, developing strong communication skills, and obtaining relevant licenses such as the Series 7 and Series 63 are often required to succeed in the role.

What are popular job titles related to Investment Sales Rep jobs?

For Investment Sales Rep jobs, the most frequently searched job titles are:

Infographic showing various Investment Sales Rep job openings in the United States as of September 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $76,681 per year, or $36.9 per hour.

Financial Investment Sales Executive

Los Angeles, CA • On-site

Veracity Solutions
Software Development • 11 - 50 employees
Learn more about Veracity Solutionsexternal

Other

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Financial Investment Sales Executive

Location: Los Angeles, California (Metro Area Local Candidates Only) Employment Type: Full-Time

A premier national/international asset management firm is seeking a Financial Investment Sales Executive to drive retail investment sales to affluent individual clients. This role offers extraordinary financial upside, strong internal support, and the opportunity to grow within a globally recognized investment management organization.

Key Responsibilities
  • Drive retail financial investment sales to affluent and high-net-worth individual clients
  • Develop and maintain long-term relationships with financial advisors, clients, and partners
  • Present and position investment products and asset management solutions effectively
  • Meet and exceed sales targets through consultative, relationship-driven selling
  • Collaborate with internal research, portfolio management, and client support teams
  • Represent the firm professionally within the Los Angeles metro market
  • Leverage firm-provided sales, marketing, and operational support
  • Maintain compliance with all regulatory and firm standards
Required QualificationsEducation

Bachelor's Degree (Required) MBA (Preferred)

Experience

520 years of successful financial investment sales experience

Background in one or more of the following:

  • Financial Advisory
  • Wealth Management
  • Asset Management
  • Banking / Financial Services
  • Proven success selling investment products to affluent individual clients
  • Demonstrated retail investment sales performance
  • Must currently reside in the Los Angeles metro area
Preferred Qualifications

Extensive experience working with high-net-worth or affluent client segments

Experience at a leading financial services, banking, or asset management institution

Strong consultative selling and relationship management skills

Ideal Candidate Profile

High-performing financial sales executive with a strong sales track record

Client-focused, relationship-driven professional

Motivated by long-term financial growth and career advancement

Interested in moving to a role with greater earning and growth potential

Comfortable working without a requirement to bring a book of business

Apply