Job Description
Job Title: Wealth Management Sales Associate
Location: Miami, FL
Overview:
Sales Associate – Wealth Management
We are seeking a client-focused, detail-oriented Sales Associate to support Wealth Advisors in a fast-paced wealth management environment. This is an excellent opportunity for someone early in their career who is eager to learn the business, develop product knowledge, and grow within a client service and advisor support role. The ideal candidate will be bilingual in Spanish and English, highly organized, professional, and comfortable interacting with clients.
This role will assist Wealth Advisors with trade support, client inquiries, relationship management, administrative operations, and day-to-day client service needs, while helping identify opportunities to enhance the client experience.
Primary Responsibilities:
- Support Wealth Advisors with daily operations, client service, and account administration
- Assist with trade support and related follow-up
- Research and respond to routine client inquiries in a timely and professional manner
- Provide account information to clients and Wealth Advisors
- Maintain strong relationships with clients by delivering responsive and high-quality service
- Conduct client outreach as directed by Wealth Advisors
- Recognize potential client service needs or opportunities and escalate appropriately
- Assist in preparing client presentations and materials
- Learn the firm’s business, platform, products, and procedures to better support Wealth Advisors
- Handle general administrative duties, including answering phones, mailing, filing, processing forms, and maintaining records
- Use Microsoft Word, Excel, PowerPoint, and internet-based tools to complete daily responsibilities
- Complete applicable firm training and continuing education requirements as needed
Required Background / Qualifications:
- Fluency in Spanish and English required
- 0–5 years of financial services, wealth management, client service, or administrative experience
- Strong interest in wealth management and desire to learn the business
- Excellent communication, organizational, and follow-up skills
- Strong attention to detail and ability to manage multiple priorities
- Professional demeanor and ability to build rapport with clients and internal teams
- Proficiency in Microsoft Word, Excel, PowerPoint, and general internet research
Preferred Experience / Skills
- Prior experience supporting Financial Advisors, Wealth Advisors, or client-facing teams is a plus
- SIE, Series 7, Series 63, Series 65, or Series 66 licenses are helpful but not required
- Knowledge of Fidessa, Pershing, and Addepar is helpful
- Strong computer and systems skills
- Demonstrated client service orientation and willingness to take initiative
Location and Compensation
Primary Location: Miami, Florida
Employment Type: Full Time
Base Salary Range: $75,000 – $95,000, plus overtime eligibility.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
