Wealth Management Sales Associate

Jefferies
Miami
Full timeUSD 75,000 - 95,000 annuallyFunction: SalesExperience: 2-5 yearsSkills: ["Client rapport-building","Client relationship management","Presentation preparation","Sales opportunity recognition","Strong computer skills"]

Support Account Executives for a high-performing international wealth management team by facilitating trades, researching and responding to client inquiries, and conducting client outreach. Maintain client satisfaction through strong relationship management, identify sales and service opportunities, and prepare client presentations. Handle daily operations and account information requests, complete administrative and clerical tasks (telephones, mailing, filing, processing forms), and continue learning the firm’s products and services.

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FursaFursa
Jefferies
Jefferies
1 week ago

Wealth Management Sales Associate

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Support Account Executives for a high-performing international wealth management team by facilitating trades, researching and responding to client inquiries, and conducting client outreach. Maintain client satisfaction through strong relationship management, identify sales and service opportunities, and prepare client presentations. Handle daily operations and account information requests, complete administrative and clerical tasks (telephones, mailing, filing, processing forms), and continue learning the firm’s products and services.
Location: Miami
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Facilitate trades and support daily operations for the wealth management team.
  • •Research and respond to client inquiries, and provide account information to clients and Account Executives.
  • •Conduct client outreach, maintain client satisfaction, and identify potential sales or service opportunities.
  • •Prepare presentations and assist Account Executives in various phases of financial services.
  • •Perform general administrative and clerical duties including handling telephones, mailing, filing, and processing forms.

Pay and Benefits

Salary: USD 75,000 - 95,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceDisability InsurancePaid LeavePaid HolidaysParental LeaveAnnual BonusWellness Stipend

Key Requirements

  • •2-5 years' industry experience in financial services.
  • •Active Series SIE, 7, 63, 65 (or 66).
  • •Bilingual in Spanish is required.
  • •Advanced working knowledge of Word, Excel, PowerPoint, and Internet tools.
  • •Ability to research and respond to client inquiries and provide account information.
Experience:2-5 yearsFinancial services
Skills:Client rapport-buildingClient relationship managementPresentation preparationSales opportunity recognitionStrong computer skills
Licenses:SIESeries 7Series 63Series 65Series 66
Certifications:SIESeries 7Series 63Series 65Series 66
Languages:Spanish
Tech Stack:WordExcelPowerPointInternetFidessaPershingAddepar

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn