Talent.com
Wealth Management Sales Associate

Wealth Management Sales Associate

Jefferies Financial GroupMiami, FL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Title

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.

    serp_jobs.job_alerts.create_a_job

    Wealth Management Associate • Miami, FL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Associate, Client Relationship Management

    Associate, Client Relationship Management

    Goldman Sachs & Co. LLCMiami, FL, US
    serp_jobs.job_card.full_time
    Associate, Client Relationship Management w / Goldman Sachs & Co.Act as key relationship contact for ultra-high net worth clients in the United States. Assess and Evaluate client suitability and risk...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Consultant

    Wealth Consultant

    First Citizens BankMiami, FL, US
    serp_jobs.job_card.full_time
    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net wo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Associate

    Wealth Management Associate

    Guerra Wealth AdvisorsMiami, FL, US
    serp_jobs.job_card.full_time
    The Wealth Management Associate will assist in the New Business Department.This role is essential for ensuring the smooth onboarding of clients and supporting the New Business team's operational ne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Miami Client Relationship Management, Associate - Miami

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Miami Client Relationship Management, Associate - Miami

    Goldman SachsMiami, FL, US
    serp_jobs.job_card.full_time
    Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our We...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    StaffingMiami, FL, US
    serp_jobs.job_card.full_time
    A fast-growing, publicly traded, diversified financial services company, our advisors benefit from a nationally competitive platform. You'll have access to wide-ranging, in-house capabilities includ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Anthropologie Sales Associate

    Anthropologie Sales Associate

    Urban OutfittersPembroke Pines, FL, US
    serp_jobs.job_card.full_time
    This position is located at 14551 SW 5th Street, Pembroke Pines, Florida, 33027 United States.A Sales Associate contributes to driving sales through providing a genuine and unique experience to eac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Services Specialist Senior

    Wealth Management Services Specialist Senior

    City National BankMiami, FL, US
    serp_jobs.job_card.full_time
    Wealth Management Services Specialist Senior.The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, admi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Management Associate

    Relationship Management Associate

    First HorizonMiami, FL, US
    serp_jobs.job_card.full_time
    Relationship Management Associate.Job Category : Commercial Lending.Location : On site at location listed in job posting. Summary : Under general supervision, this position provides a variety of full s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Asset & Wealth Management (PWM Classic)-Miami- Associate, Sales Support - 8641061

    Asset & Wealth Management (PWM Classic)-Miami- Associate, Sales Support - 8641061

    Goldman SachsMiami, FL, US
    serp_jobs.job_card.full_time
    Job Duties : Associate, Sales Support with Goldman Sachs & Co.Function as a Center of Excellence (COE) Wealth Management Professional (WMP) providing client service support to clients of PWM teams i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate - Sales

    Associate - Sales

    RR DonnelleyMiami, FL, US
    serp_jobs.job_card.full_time
    RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trust...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Special Servicing & Asset Management Associate

    Special Servicing & Asset Management Associate

    LendmarqMiami, FL, US
    serp_jobs.job_card.full_time
    Lendmarq is a direct real estate lender providing specialty bridge and term loan products to residential real estate investors throughout the country. Our company is headquartered in Miami, FL with ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth Associate

    Private Wealth Associate

    AllianceBernsteinMiami, FL, US
    serp_jobs.job_card.full_time
    Bernstein Private Wealth Management Associate.Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.As an industry lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Asset & Wealth Management-Miami-Associate, Sales-RP8640928

    Asset & Wealth Management-Miami-Associate, Sales-RP8640928

    Goldman SachsMiami, FL, US
    serp_jobs.job_card.full_time
    Job Duties : Associate, Sales with Goldman Sachs & Co.Create comprehensive wealth management plans, asset allocation, and location strategies for ultra-high net worth individuals and families, as we...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9336432

    Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9336432

    Goldman SachsMiami, FL, US
    serp_jobs.job_card.full_time
    Associate, Client Relationship Management.Job Duties : Associate, Client Relationship Management with Goldman Sachs & Co. Act as key relationship contact for ultra-high net worth clients in the Unite...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth Management Wealth Advisor

    Private Wealth Management Wealth Advisor

    Regions FinancialFort Lauderdale, FL, US
    serp_jobs.job_card.full_time
    At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    2026 | Americas | Miami | Wealth Management, Private Wealth Management | Summer Associate

    2026 | Americas | Miami | Wealth Management, Private Wealth Management | Summer Associate

    Goldman SachsMiami, FL, US
    serp_jobs.job_card.full_time
    Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM. You will be fully immersed in our day-to-day activities...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Advisor Senior

    Wealth Management Advisor Senior

    Amerant BankCoral Gables, FL, US
    serp_jobs.job_card.full_time
    The Senior Wealth Management Advisor (SWMA) is responsible for managing a book of business of High Net Worth and Ultra High Net Worth customers (usually $5MM and above). The SWMA develops and implem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Registered Wealth Management Client Associate

    Registered Wealth Management Client Associate

    Bank of AmericaMiami, FL, US
    serp_jobs.job_card.full_time
    Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30