Sales Associate

Jefferies • Miami, FL

10d • $75,000 - $95,000

About The Position

Jefferies is seeking a client-focused, detail-oriented Sales Associate to support Wealth Advisors in a fast-paced wealth management environment. This role is suited to someone early in their career who is interested in learning the business, developing product knowledge, and growing in client service and advisor support. The position supports Wealth Advisors with trade support, client inquiries, relationship management, administrative operations, and day-to-day client service, while helping identify opportunities to improve the client experience. The role is based in Miami, Florida.

Requirements

• Fluency in Spanish and English.
• 0–5 years of financial services, wealth management, client service, or administrative experience.
• Strong interest in wealth management and desire to learn the business.
• Excellent communication, organizational, and follow-up skills.
• Strong attention to detail and ability to manage multiple priorities.
• Professional demeanor and ability to build rapport with clients and internal teams.
• Proficiency in Microsoft Word, Excel, PowerPoint, and general internet research.

Nice To Haves

• Prior experience supporting Financial Advisors, Wealth Advisors, or client-facing teams.
• SIE, Series 7, Series 63, Series 65, or Series 66 licenses.
• Knowledge of Fidessa, Pershing, and Addepar.
• Strong computer and systems skills.
• Demonstrated client service orientation and willingness to take initiative.

Responsibilities

• Support Wealth Advisors with daily operations, client service, and account administration.
• Assist with trade support and related follow-up.
• Research and respond to routine client inquiries in a timely and professional manner.
• Provide account information to clients and Wealth Advisors.
• Maintain strong client relationships by delivering responsive, high-quality service.
• Conduct client outreach as directed by Wealth Advisors.
• Recognize potential client service needs or opportunities and escalate them appropriately.
• Assist in preparing client presentations and materials.
• Learn the firm's business, platform, products, and procedures to better support Wealth Advisors.
• Handle general administrative duties, including answering phones, mailing, filing, processing forms, and maintaining records.
• Use Microsoft Word, Excel, PowerPoint, and internet-based tools in daily work.
• Complete applicable firm training and continuing education requirements as needed.

Benefits

• Annual discretionary incentive and retention bonus.
• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Paid parental leave for full-time employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed