Guggenheim Securities→
Analyst, Equities Salesperson at Guggenheim… · San…
Entry LevelOn-siteFull-timeSan Francisco, CA$100k–$100k/yr
Skills
equities sales experiencefinra series 7client communication skillsanalytical skills
Job Description
Summary: Guggenheim Securities is seeking a professional to join as a Junior Salesperson in their Equities Division. This role involves selling equities products to institutional clients, developing client relationships, and contributing to the growth of the company.
Responsibilities:
- Primary responsibility will include selling both our primary and secondary Equities product to Institutional accounts
- Participate in morning research meetings and craft daily research sales memos for clients
- Attend intra-day meetings and conference calls and highlight noteworthy changes
- Develop strong working relationships with equity sales, trading and research teams
- Maintain database of client contact lists and build industry call sheets
- Host in person and virtual meetings
Required Qualifications:
- Bachelor's degree in business or related field
- Ability to expand client base and generate incremental revenue
- Comfortable interacting with Sales, Research, Trading and Corporate Clients
- Primary responsibility will include selling both primary and secondary Equities product to Institutional accounts
- Participate in morning research meetings and craft daily research sales memos for clients
- Attend intra-day meetings and conference calls and highlight noteworthy changes
- Develop strong working relationships with equity sales, trading and research teams
- Maintain database of client contact lists and build industry call sheets
- Host in person and virtual meetings
- Active FINRA Series 7 and 63 License, or obtain within 3 months
Preferred Qualifications:
- Prior experience in Equities (client coverage, industry, and/or sellside/buyside experience)
- Excellent client facing skills and ability to effectively communicate with clients regarding access to systems and our products
- Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
- Strong interpersonal and communications skills, with the ability to present relevant facts needed to drive business decisions
- Ability to work effectively as part of a team in a fast-paced environment; strong relationship building skills required
- Collaborative approach, energized by the open exchange of ideas in a fast-paced environment
- Values teamwork but can still think and work independently
- Fast decision-making skills, mental discipline and ability to solve problems under pressure
- Institutional sales experience preferred but not mandatory
Required Skills: Equities sales experience, FINRA Series 7
Important Skills: Client communication skills, Analytical skills