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Wealth Management Sales Associate
Job in
Miami, Miami-Dade County, Florida, 33196, USA
Listed on 2026-03-03
Listing for:
Jefferies Financial Group Inc.
Full Time
position Listed on 2026-03-03
Job specializations:
-
Sales
Client Relationship Manager, Account Manager
Job Description & How to Apply Below
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 preferred
Primary Location Full Time Salary Range of $75,000 - $100,000.
#LI-DNI
Position Requirements
10+ Years
work experience
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