Sales Associate - Wealth Management

Pacifica Continental • Stamford, CT

4d • Onsite

About The Position

As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high-performing, dynamic team, where you’ll contribute to the growth of our wealth management business and develop your career in the financial services industry.

Requirements

• 2-5 years of industry experience
• Securities Industry Essentials (SIE) Exam
• Series 7, 63, and 65 or 66 licenses
• Strong client relationship and communication skills
• Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research

Nice To Haves

• Experience with financial platforms such as Fidessa, Pershing, and Addepar
• Bilingual in Portuguese is a plus

Responsibilities

• Assist in facilitating trades and ensuring seamless execution
• Respond to client inquiries and provide market insights
• Build and maintain strong relationships with clients, identifying opportunities for service and growth
• Conduct client outreach and support business development
• Prepare client presentations and materials
• Support day-to-day operations, client service, and Account Executive activities
• Perform general administrative tasks, including managing correspondence, filing, and processing forms
• Continuously learn about financial products to better assist the team and clients

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees