Sales Associate - Wealth Management
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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