Sales Associate Sales Associate …

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