Sales Associate

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 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: * 2-5 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.

* Bilingual in Spanish is preferred Primary Location Full Time Salary Range of $75,000 - $100,000.