Wealth Management Sales Associate

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 - $100,000.

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