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Jefferies · Miami, Florida
Job Description
Job Title:
Wealth Management Sales Associate
Sales Associate – Wealth Management
We are seeking a client-focused, detail-oriented Sales Associate to support Wealth Advisors in a fast-paced wealth management environment. This is an excellent opportunity for someone early in their career who is eager to learn the business, develop product knowledge, and grow within a client service and advisor support role. The ideal candidate will be bilingual in Spanish and English, highly organized, professional, and comfortable interacting with clients.
Support Wealth Advisors with daily operations, client service, and account administration
Assist with trade support and related follow-up
Research and respond to routine client inquiries in a timely and professional manner
Provide account information to clients and Wealth Advisors
Maintain strong relationships with clients by delivering responsive and high-quality service
Conduct client outreach as directed by Wealth Advisors
Recognize potential client service needs or opportunities and escalate appropriately
Assist in preparing client presentations and materials
Learn the firm’s business, platform, products, and procedures to better support Wealth Advisors
Handle general administrative duties, including answering phones, mailing, filing, processing forms, and maintaining records
Use Microsoft Word, Excel, PowerPoint, and internet-based tools to complete daily responsibilities
Fluency in Spanish and English required
0–5 years of financial services, wealth management, client service, or administrative experience
Strong interest in wealth management and desire to learn the business
Strong attention to detail and ability to manage multiple priorities
Professional demeanor and ability to build rapport with clients and internal teams
Proficiency in Microsoft Word, Excel, PowerPoint, and general internet research
Preferred Experience / Skills
Prior experience supporting Financial Advisors, Wealth Advisors, or client-facing teams is a plus
SIE, Series 7, Series 63, Series 65, or Series 66 licenses are helpful but not required
Knowledge of Fidessa, Pershing, and Addepar is helpful
Demonstrated client service orientation and willingness to take initiative
Location and Compensation
Primary
Miami, Florida
Employment Type: Full Time
Base Salary Range: $75,000 – $95,000, plus overtime eligibility.
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Details
| Company | Jefferies |
| Location | Miami, Florida |
| Type | FULL TIME |
| Niche | Sales workers |