Wealth Management Associate
: Job Details :


Wealth Management Associate

Siebert Financial

Location: New York,NY, USA

Date: 2024-05-02T16:19:53Z

Job Description:

Business Overview:

Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert & Co. LLC, an esteemed Financial Services Company nestled in the heart of the World Financial Center downtown New York City. We are on the lookout for a dynamic, enthusiastic, and detail-oriented individual to join our exclusive Wealth Management Team. We are seeking motivated, detail-oriented individuals that provide high touch, top notch service to their clients. The candidate will join a talented team of investment, wealth management, and advisory professionals who serve the investment needs of many high-net-worth individuals and families.

The Wealth Management Associate role is a position on the National Sales Team which operates in a capacity to further develop and service the client base and enhance existing client relationships. They are responsible for implementing and executing various investment strategies to meet our clients specific financial needs. The position may be filled at a Specialist or Senior level depending on the experience of the candidate and the needs of the Financial Advisor Team. The position requires the individual to hold a Series 7 and 66 (or 63 & 65) licenses. In addition, an active insurance license would be an asset to service our clients. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients, attending client meetings and discussions covering investment strategy, account performance, and presenting both existing and new products in an effort to meet our clients financial needs.

Role Responsibilities

  • Identify and own the client onboarding process
  • Document client interactions and provide team with time sensitive updates
  • Execute on team service model
  • Developing, and monitoring the team's client book segmentation strategy
  • Engage specialists/partners to address client's needs
  • Attend client review meetings to assist in re-discovery conversations, capture notes and track all actions/activities to ensure highest level of client service
  • Monitor and report on client satisfaction and manage the resolution of client escalations

    • Qualifications

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s).
  • 5+ years of relevant working experience in the financial service industry; working with high net worth individuals is a plus
  • Possess and demonstrate strong communication skills. Excellent interpersonal, verbal, and written communications skills are required.
  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution
  • Own their own portable existing book of business equating to approximately $500 Million in assets or more

    • Join an Elite Team - Be the Face of Excitement at Muriel Siebert & Co LLC

    About Siebert Financial Corporation:

    Siebert Financial Corp. ( Siebert ) is a holding company that conducts its securities brokerage business through its wholly owned subsidiary, Muriel Siebert & Co. LLC, which became a member of the NYSE in 1967 when Ms. Siebert became the first woman to own a seat on the Exchange. The company also has business lines in insurance, investment advisory, and financial technology development through its various subsidiaries.

    Siebert and its affiliated companies are committed to creating a diverse working environment employing and promoting without regard to race, religion, color, national origin, sex, gender identity, disability, age, veteran status, and other protected status as required by applicable law. As an inclusive equal-opportunity employer, Siebert and affiliates have committed to the ParityPledge for gender parity at the highest levels of business (www.parity.org).

    Siebert Financial Corp. is not just a company; it's a legacy. As the first woman-owned seat holder on the NYSE, Ms. Muriel Siebert paved the way for excellence. We are committed to diversity, equality, and creating an inclusive working environment where your unique talents thrive.

    Benefits

  • Health, Dental, Vision and 401k Match
  • Competitive Compensation Structure and Time Off
  • Additional Benefits

    • Job Type: Full-time

    Apply Now!

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