- Engage with new and existing investors to help them determine the appropriateness of investing in exempt products.
- Present investment offerings, provide investment advice, and complete sales.
- Employ business development activities to attract new investors.
- Maintain a deep understanding and technical knowledge of offerings to provide the best advice for prospective investors.
Key skills or attributes
- Knowledgeable and well-informed
- Excellent communicator
- Self-motivated and entrepreneurial
$50,000 – $100,000
This salary range may be exceeded by earnings from commissions and fees.