Financial Sales Associate

Job overview

The Financial Sales Associate role is onsite in Rochester, NY. Compensation is not specified. The associate supports a Financial Advisor’s book of business for a financial-services client. The role exists to help maintain client accounts and relationships and keep advisor operations organized and efficient through client service, accurate records, communications, and meeting preparation.

What you'll do

• Service and maintain client accounts
• keep client information current
• assist with account openings and documentation
• prepare client communications and respond to calls and questions
• address client issues
• provide appropriate account information and place customer orders in brokerage and advisory accounts
• maintain client records
• prepare for annual reviews and meetings
• follow applicable rules and firm policies.

What we're looking for

Skills & competencies

financial sales associate

rochester ny

delibert employment solutions

financial services

financial advisor support

client accounts

client service

brokerage accounts

advisory accounts

account opening

client communications

meeting preparation

Work arrangement

• Weekend coverage required

Why this role

Financial-services experience is preferred but not required; licensing or FINRA registration may be advantageous depending on the candidate’s background.

About the employer

Delibert Employment Solutions is hiring for this role. Industry: Employment Placement Agencies. Sector: 56.