Sales Associate - Wealth Management

Jefferies, the global investment banking firm focused on serving clients for over years, is a leader in providing insight, expertise and execution to investors, companies and governments.

The firm provides a full range of investment banking, sales, trading, research and strategy across the spectrum of equities, fixed income, foreign exchange, futures and commodities, and also select asset and wealth management strategies, in the Americas, Europe and Asia.

Jefferies Group LLC is a wholly-owned subsidiary of Leucadia National Corporation (NYSE : LUK), a diversified holding company.

Position : 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 :

• years' industry experience
• SIE Securities Industry Essentials Examination AND
• Series General Securities Representative Exam AND
• Series Uniform Securities Agent State Law Exam AND
• Series Uniform Investment Advisor, OR
• Series Uniform Combined State Law / Investment

Desired Experience / Skills :

Outstanding client rapport-building skills

Strong computer skills

Knowledge of Fidessa, Pershing and Addepar is helpful.

Bilingual in Portuguese is preferred

Primary Location Full Time Salary Range of $, - $,

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including : medical, dental & vision coverage;

k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.