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Wealth Management Sales Associate
mid · Sales & Business Development
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 required.
Primary Location Full Time Salary Range of $75,000 - $95,000.
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