Sales Associate
On-site · Stamford, Connecticut, United States
Job Summary
Sales Associate in Wealth Management supporting Account Executives in delivering exceptional client service. Responsibilities include facilitating trades, responding to client inquiries, building and maintaining client relationships to identify opportunities for service and growth, conducting client outreach and supporting business development, preparing client presentations and materials, supporting day-to-day operations and account executive activities, performing general administrative tasks, and continuously learning about financial products to better assist the team and clients.
Required Qualifications
- 2-5 years of industry experience
- Securities Industry Essentials (SIE) Exam
- Series 7, 63, and 65 or 66 licenses
- Strong client relationship and communication skills
- Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.