- Very High Earning Potential. The Exempt Market space has some of the highest earning potential in the country as a career choice. Some Dealing Representatives earn more than many physicians and surgeons for example.
- Ownership and profit share. In the investments you offer to your clients.
- Freedom and flexibility. To schedule meetings around your own personal agenda
- Responsibility is high. You are working with clients that are saving for their futures and taking risk while investing
- Networking opportunities. The ability to meet some of the most interesting entrepreneurs in the country and to be involved in a way on the ground floor while these businesses are being built
- Education. You must pass the exempt market proficiency course in order to become registered with a sponsoring firm. Once you’ve completed that exam, you must then pass exams on each of the products that are offered on the approved list that you are presenting to your potential clients.
What to expect as a Private Market Investment Specialist?
Add Private Market Investment Specialist to your resume!
YOU DON'T HAVE TO QUIT YOUR CURRENT JOB
Many Private Market Investment Specialists also continue to have outside business activities and careers while building their Exempt Market block of business.
FLEXIBLE WORK/LIFE BALANCE
You can schedule meetings around your own personal schedule, work from home, or go into the office.
ADD PRIVATE MARKET INVESTMENT SPECIALIST TO YOUR
Many financial professionals become Private Market Investment Specialists in addition to their current careers to offer a comprehensive financial solution to their clients.
What does a Private Market Investment Specialist do?
- Know Your Product and Know Your Client
- Private Market Investment Specialists need to understand the various private investments that are on our approved list to be offered to potential investors. These private investments range from real estate, to bonds, to venture capital and tax minimization strategies.
- Help to diversify clients portfolios while targeting a higher return than the stock market provides on average. If an investment matches the potential clients risks, needs and objectives, the private market specialist can offer it to the client and they can choose whether to invest or not.
- Raise capital for entrepreneurs who use that capital to grow and execute on their business. Compare this to purchasing a stock where one person is looking to sell and exit their ownership, while the other person believes they will benefit from more return over time by owning and holding that stock. With private market investing, the investment is commonly being used to grow the economy and create jobs while providing a good or service that is valuable to the general public. With stock market trading, that has already been done and no new money has gone into the company to help it grow.
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“We can’t solve the problems we currently have with the same thinking that we used when they were created.”
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Jason Park
President | Rethink & Diversify
