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Financial Investment Sales Executive
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Financial Investment Sales Executive
RequirementsRequired Qualifications
Benefits
Austin, TX (Metro Area Required) | Full-Time | Base Salary: $175,000 – $250,000 | Commission Eligible
Premier Global Asset Management Firm
A leading national and international asset management firm is seeking a high-performing Financial Investment Sales Executive to expand its presence in the Austin market.
This is a relationship-driven, client-facing role focused on affluent individual investors. The ideal candidate brings a strong track record of retail investment sales success within a financial advisory, wealth management, or banking institution.
A portable book of business is not required.
The Financial Investment Sales Executive will build and manage relationships with high-net-worth and affluent clients, offering tailored investment solutions and expanding market share in the Austin region.
The firm provides strong internal support, infrastructure, and brand credibility, allowing top producers to focus on client acquisition and growth.
There is no overnight travel required.
• Develop and grow relationships with affluent and high-net-worth clients
• Drive retail investment sales across asset management offerings
• Deliver customized portfolio solutions aligned to client financial goals
• Leverage firm resources and support teams to maximize client outcomes
• Maintain strong compliance and regulatory standards
• Consistently achieve and exceed sales performance targets
RequirementsRequired Qualifications
• 5–20 years of successful sales experience in:
Financial advisory
Wealth management
Banking / financial services
• Demonstrated track record of retail investment sales success
• Experience working with affluent or high-net-worth clients
• Bachelor’s degree required (MBA preferred)
• Must reside in the Austin, TX metro area
Benefits
Base Salary: $175,000 – $250,000
Commission Eligible
Full Benefits
No relocation assistance
No visa sponsorship
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
