Jefferies · 3 months ago
Wealth Management Sales Associate
1450 Brickell Ave, Miami, FL, 33131, US
Full-time
Onsite
Entry, Mid Level
$75K/yr - $100K/yr
2+ years expJefferies is a high-performing International team specializing in wealth management. The Wealth Management Sales Associate will assist Account Executives in various phases of financial services while maintaining client satisfaction and supporting the wealth management business.
BankingFinancial ServicesWealth Management
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
Qualification
Required
2-5 years' industry experience
Active Series SIE, 7, 63, 65 (or 66)
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
Preferred
Knowledge of Fidessa, Pershing and Addepar is helpful
Bilingual in Spanish is preferred
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
5001-10000 employees
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
David Windley
Managing Director
Recent News
2026-01-21
2026-01-18
Company data provided by crunchbase