Jefferies
Wealth Management Sales Associate
Miami, FL, United States
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odds of building a lasting career here
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Green-card filing pattern in this occupation
Green-card follow-through: 44%
Files H-1B transfers
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About the role
- Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International 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
Responsibilities
- Maintain strong relationship with client base and identify service solutions that support client needs
- Perform daily operations, client service and Account Executive support
- Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team.
Benefits
- Firm requirements for continuing education for registered persons
This listing is sourced directly from Jefferies's careers page and normalized into a canonical job model.