💼 About This Role

You'll be a trusted advisor to high-net-worth investors, connecting them with exclusive pre-IPO opportunities before they hit the mainstream. You'll drive deal flow and overall market momentum for a leading FinTech platform. This role offers a front-row seat to the future of wealth creation.

🎯 What You'll Do

• Build and manage relationships with accredited investors across the U.S.
• Consult with investors on portfolio goals and risk appetites.
• Deliver exclusive pre-IPO opportunities to investors.
• Collaborate with internal teams to ensure seamless deal closure.

📋 Requirements

• Series 7 and 63 FINRA licenses required.
• Live and work permanently in the United States.
• Natural relationship builder with a passion for finance.

✨ Nice to Have

• Experience with private equity or alternative investments.
• High emotional intelligence and client management skills.
• Entrepreneurial mindset and proactive approach.

🎁 Benefits & Perks

• 🏥 100% covered Medical/Dental/Vision
• 📈 Generous Equity package
• 🏖️ Unlimited PTO and sick days
• 💻 100% Remote work
• 👶 Paid Maternity/Paternity leave