Job Description
Position: Sales Associate, Wealth Management
Assist Account Executive in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing 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:
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.
Primary Location Full Time Salary Range of $75,000 - $95,000.
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