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Equity Sales Associate

  • Job
    Full-time
    Mid & Senior Level
  • Sales & Business Development
    Banking & Finance
  • New York

AI generated summary

  • You need a BA/BS, Series 7 & 63 licenses, 3-4 years experience, strong equity knowledge, sales skills, organization, communication, analytical abilities, and multitasking skills.
  • You will engage clients, deliver research, coordinate meetings, educate on trading, market equity transactions, and maintain relationships through frequent in-person interactions.

Requirements

  • 1. BA/BS degree
  • 2. Series 7 & 63 FINRA licenses
  • 3. 3-4 years of related work experience
  • 4. Strong knowledge of equity research, markets, sectors, industries, stocks and other financial products, corporate access and investment banking.
  • 5. Emerging sales and client relationship management skills.
  • 6. Strong organizational and leadership skills.
  • 7. Advanced skills in written and oral communications, and interpersonal relationship management.
  • 8. Solid analytical skills.
  • 9. Ability to multi-task.

Responsibilities

  • Develop understanding of client needs and requirements, and assist with the coordination of the firm’s resources to service clients.
  • Deliver the firm’s Research product to clients on a daily basis.
  • Coordinate and host Corporate Access meetings with clients and company management teams.
  • Educate clients on high touch and low touch trading capabilities.
  • Market Equity Capital Markets transactions, keeping clients updated on demand and price sensitivity.
  • Develop, grow, and maintain client relationships.
  • Frequent in-person client contact including travel and entertainment to develop, grow and maintain client relationships.

FAQs

What is the job title for this position?

The job title is Equity Sales Associate.

What are the required qualifications for this position?

The required qualifications include a BA/BS degree, Series 7 & 63 FINRA licenses, 3-4 years of related work experience, strong knowledge of equity research and financial products, emerging sales and client relationship management skills, strong organizational skills, advanced communication skills, solid analytical skills, and the ability to multi-task.

Is previous experience in equity sales required?

Yes, 3-4 years of related work experience is required; 5+ years is preferred.

Where is this job located?

This position is based in New York.

What is the annual base salary for the Equity Sales Associate position?

The annual base salary for this position in New York is $70,000.

What kind of benefits does Truist Financial Corporation offer?

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, a 401k plan, vacation days, sick days, and paid holidays, among other benefits.

What language fluency is required for this position?

English fluency is required for this position.

Are there any accommodations available for applicants with disabilities?

Yes, reasonable accommodations are available for individuals with disabilities who need assistance with the application process.

Is in-person client contact required for this position?

Yes, frequent in-person client contact, including travel and entertainment, is required to develop and maintain client relationships.

Does Truist Financial Corporation have an equal opportunity employment policy?

Yes, Truist is an Equal Opportunity Employer and does not discriminate based on various classifications protected by law.

Finance
Industry
10,001+
Employees

Mission & Purpose

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC.

Benefits

  • Medical

    Develop a medical benefits package that meets your individual needs.

  • 401(k)

    Save now for a better tomorrow.

  • Time off

    Recharge your work/life balance with time off benefits.