Wealth Management Sales Associate
Jefferies Financial Group•Miami, FL
•Onsite
About The Position
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team.
Requirements
- 2-5 years' industry experience
- Active Series SIE, 7, 63, 65 (or 66)
- Advanced Word, Excel, PowerPoint and Internet knowledge
- Firm requirements for continuing education for registered persons
Nice To Haves
- Outstanding client rapport-building skills
- Strong computer skills
- Knowledge of Fidessa, Pershing and Addepar is helpful
- Bilingual in Spanish is required
Responsibilities
- Facilitate trades
- Research and respond to client inquiries
- Maintain strong relationship with client base and identify service solutions that support client needs
- Conduct client outreach
- Ability to recognize potential sales or service opportunities
- Ability to prepare presentations
- General administrative duties
- Perform daily operations, client service and Account Executive support
- Provide account information to clients and Account Executives
- Learn the business and products to assist Account Executives
- Clerical duties such as handling telephones, mailing, filing and processing forms
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
