Sales Associate Sales Associate …

Jefferies Financial Group Inc
in Miami Springs, FL, United States
Permanent, Full time
Last application, 25 Feb 21
Competitive
Jefferies Financial Group Inc
in Miami Springs, FL, United States
Permanent, Full time
Last application, 25 Feb 21
Competitive
Sales Associate
Sales Associate - Wealth Management

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
 

•         2-5 years' industry experience
•         SIE – Securities Industry Essentials Examination AND
•         Series 7 General Securities Representative Exam AND
•         Series 63 Uniform Securities Agent State Law Exam AND
•         Series 65 Uniform Investment Advisor, OR
•         Series 66 Uniform Combined State Law/ Investment

Desired Experience/ Skills:

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

Primary Location: US-FL-Miami
Work Locations:
Job: Wealth Management
Organization: Jefferies Financial Group Inc.
Job Level: Non-Management
Schedule: Full-time
Job Posting: Jan 25, 2021, 4:27:17 PM
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