Sales Associate

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

Miami Florida, Full Time Base Salary Range of $75,000-95,000.

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