Crestmont Investments LLC

Senior Registered Representative

Crestmont Investments LLC is a New York-based principal investment firm and placement agent focused on the energy industry. We source, structure and present direct investment opportunities to the ultra high net worth private investor and family office markets. We currently manage a pipeline of direct investments requiring over $300MM in capital and an investor network of over 500 sophisticated private investors. We are looking for qualified candidates to join our team to help us present these deals to our existing investor database.

We are ONLY interested in self-motivated, capital markets professionals who have an interest in working hard and closing investment transactions between proprietary deal sponsors and sophisticated private investors.

Qualified candidates will join our NYC-based team and will be responsible for managing and presenting our proprietary deals to approximately 50-100 of our investors. Our team works together to progress each deal to a closing and will work with you to support your role.

Interested applicants need to be registered with FINRA and will need to hold Series 63 and 82 licenses (for private placements).

Job Type: Commission


  • Capital markets: 5 years (Required)


  • Bachelor's (Preferred)


  • FINRA Series 82 (Preferred)
  • FINRA Series 63 (Preferred)


  • English (Required)

Work authorization:

  • United States (Required)

Required travel:

  • 25% (Required)

Commission Only:

  • Yes

Work Location:

  • Fully Remote
  • On the road

Billing cycle:

  • Monthly

Sales cycle:

  • 3 to 9 months

Typical deal size:

  • $250k+

Sales environment(s):

  • Office or call center
  • Home

Onboarding time:

  • 3-6 months

Paid Training:

  • No


  • Team Lead

Please mention that you come from RemoteJobs when applying for this job.

Posted 2 days ago

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