Equity Trust Company
Account Executive II | Equity Trust Company
Equity Trust Company is growing, and we’re excited to add multiple Account Executives to our team!
In this role, you’ll work with warm, inbound leads provided by our Marketing team, connecting with investors who have already expressed interest in learning more about self-directed IRAs and alternative investment opportunities. Your focus will be consultative conversations, education, and helping clients take the next step toward building long-term wealth.
Responsibilities
Engage with qualified inbound prospects interested in self-directed investing
Educate clients on baptient account solutions and alternative assets
Build trust through a consultative, client‑first sales approach
Partner closely with Marketing and internal teams to deliver an exceptional client experience
Qualifications
Strong communication and consultative selling skills
Motivation, curiosity, and a desire to grow in a high‑impact role
Financial services experience is a plus (but not required)
At Equity Trust, you’ll find a collaborative culture, meaningful work, and the opportunity to help clients take control of their financial future.
Referrals increase your chances of interviewing at Equity Trust Company by 2x
Seniority Level: Associate
Employment Type: Full‑time
Job Function: Sales and Finance
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In this role, you’ll work with warm, inbound leads provided by our Marketing team, connecting with investors who have already expressed interest in learning more about self-directed IRAs and alternative investment opportunities. Your focus will be consultative conversations, education, and helping clients take the next step toward building long-term wealth.
Responsibilities
Engage with qualified inbound prospects interested in self-directed investing
Educate clients on baptient account solutions and alternative assets
Build trust through a consultative, client‑first sales approach
Partner closely with Marketing and internal teams to deliver an exceptional client experience
Qualifications
Strong communication and consultative selling skills
Motivation, curiosity, and a desire to grow in a high‑impact role
Financial services experience is a plus (but not required)
At Equity Trust, you’ll find a collaborative culture, meaningful work, and the opportunity to help clients take control of their financial future.
Referrals increase your chances of interviewing at Equity Trust Company by 2x
Seniority Level: Associate
Employment Type: Full‑time
Job Function: Sales and Finance
#J-18808-Ljbffr