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Alternative Investment Sales Representative

Patrick Capital Markets
Saint Louis, MO
  • Posted: over a month ago
  • Full-Time
  • Benefits: 401k, dental, life insurance, medical, vision,
Job Description

Patrick Capital Markets is looking for an Alternative Investment Sales Representative to join our sales team. You will be a part of the sale of private placement products with an emphasis on products that provide the investor with a tax advantaged return and superior returns uncorrelated with the publicly traded markets. The position is being offered with a leading managing broker dealer or one of its affiliates.  Training to be provided.  Travel and other expenses are covered in a comprehensive compensation package. 

·         Develop and execute a sales strategy consistent with the sales goals of the managing broker dealer or its affiliates.

·         Maintain and cultivate existing Advisor, CPA, Broker-Dealer, and RIA relationships and aggressively expand new relationships across accounting practices, law practices, BDs, and RIAs.

·         Convey deep technical knowledge of the firm's or affiliate’s investment strategies and product vehicles.

Qualifications & Requirements:
·         Bachelor's degree, or equivalent, in Economics, Finance, Accounting or related field

·         Series 7, 22, or 82 Licensed and Series 63 Licensed or ability to pass required securities licenses.

·         Additional credentials preferred but not required (CPA, CIMA, CAIA, CFA, etc.).

·         Experience working with individual taxpayers in a tax preparation or tax planning role helpful but not required.

·         Significant travel required.

Company Description
Patrick Capital Markets is an independent broker-dealer based in St. Louis, MO. Through our network of independent registered representatives, our focus is investment banking, wholesaling, third party marketing and alternative investments – primarily to institutions, RIAs, and accredited investors. We work closely with, and share offices with our affiliate firm, Saxony Securities, Inc., which serves as a traditional retail brokerage firm for its independent representatives.

We are a small firm that offers employees a collaborative and flexible work environment, and an opportunity to grow with us.This position offers the potential to advance within our group of companies.

Patrick Capital Markets


Saint Louis, MO



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