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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