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. Apply Job!