Overview of the Company With 45 years of experience, Walton is one of North America's leading land experts and a premier global real estate investment firm.
Founded in 1979, Walton currently manages US$ 4.3 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management.
Our head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada.
Position Summary The Internal Sales Associate will represent Walton as an internal wholesaler by educating registered representatives and registered investment advisors (collectively "Advisors") in specified US sales territories with respect to Walton and its projects offerings.
Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Assist Capital Markets with educating Advisors and Advisor's clients on Walton structure and the benefits and risks of investing in Walton project offerings.Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations.Responsible for managing the External's schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings.Maintain familiarity with Walton's standard concepts, practices, and procedures and those of the Sales department in particular.Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton's investment structures.Comply with applicable FINRA, SEC and Walton's internal compliance requirements at all times.Maintain familiarity with Walton Due Diligence and Project Specific presentationsMaintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects.Perform other duties as assigned. Qualifications SIE, Series 7 or 22 or 82 (minimum of 2 licenses) are requiredSeries 63 licenses is requiredExperience in the financial services, mutual fund, real estate investment or development industry is an assetKnowledge of securities industry or ability to quickly understand the securities industryAbility to accommodate a flexible schedule and travel when neededExcellent presentation and communication skillsProfessional, strategic, analytical, organizational, and interpersonal skillsProactive and performance drivenAble to work under pressure in a fast-paced environmentAbility to adapt easily to changing department needs and dynamicsAbility to effectively present to large groups and individualsProficiency required in Microsoft Office (Word, Outlook, Excel 2007)Customer relationship management (CRM) applications Benefits Competitive salary + Bonus programsGenerous employer contribution to medical insurance with a variety of plan optionsPaid dental and vision coverage for full-time employees and their dependents100% employer-paid short term and long-term disabilityFlexible Spending Account and Health Savings AccountDependent Care Flexible Spending AccountPaid time off to relax and recharge10 company-paid holidays401(k) planPaid maternity and paternity leaveOpportunities to grow and develop skills in multiple disciplinesEnergetic co-workers who share the same core values and strategies Why Walton Competitive pay and benefitsOpportunities to grow and develop skills in multiple disciplinesFun, energetic co-workers who share the same core values and strategies