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Wealth Management Sales Associate

Support wealth management team in maintaining client satisfaction and identifying sales opportunities
Miami
Junior
$75,000 – 100,000 USD / year
yesterday
Jefferies Financial Group

Jefferies Financial Group

A global investment banking firm offering financial advisory, capital markets, asset management, and wealth management services.

4 Similar Jobs at Jefferies Financial Group

Job Title

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.

Primary 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
  • Advanced Word, Excel, PowerPoint and Internet knowledge
  • Firm requirements for continuing education for registered persons
  • 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

Required Background:

  • 2-5 years' industry experience
  • Active Series SIE, 7, 63, 65 (or 66)

Desired Experience/ Skills:

  • Outstanding client rapport-building skills
  • Strong computer skills
  • Knowledge of Fidessa, Pershing and Addepar is helpful.
  • Bilingual in Spanish is preferred

Primary Location Full Time Salary Range of $75,000 - $100,000.

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Wealth Management Sales Associate
Miami
$75,000 – 100,000 USD / year
Sales
About Jefferies Financial Group
A global investment banking firm offering financial advisory, capital markets, asset management, and wealth management services.