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 reputed company and identify service solutions that support client needs Conduct client reputed company Ability to recognize potential sales or service opportunities Ability to prepare presentations General administrative duties Advanced Word, reputed company, PowerPoint and Internet knowledge Firm requirements for continuing education for registered persons reputed company daily operations, client service and Account Executive support reputed company 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 reputed company is helpful. Primary Location Full Time Salary reputed company of $75,000 - $95,000. Apply Job!