Position Overview
JOB DESCRIPTION
Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team.
Responsibilities
- Assist in managing team’s ultra-high-net-worth wealth management relationships and accounts
- Prepare timely and accurate performance reports and account analysis
- Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed
- Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm’s software tools
- Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients’ business
- Assist in facilitating client investment trades and portfolio modifications
- Respond timely to inbound client requests for information and services such as transfers and settlement
- Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments
- Take and execute on client trade instructions using firm OMS
- Assist Advisor in prospecting and business development activities including outreach, tracking and list management
Qualifications:
- Bachelor’s degree in Finance, Economics, Math or a related field preferred
- Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg
- Minimum of 2 years of related work experience in financial services
- Strong quantitative, analytical and problem-solving skills
- Solid communication skills and “presence” to interact effectively with the team and clients
- Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate
- Series SIE/Series 7 and Series 66 or Series 63 and Series 65
Additional Differentiators:
- Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus
- Experience with Pershing NetX360 or similar custodial and client management systems a must
- Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable
- Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions
- Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow
Primary Location Full Time Salary Range of $75,000 - $95,000.
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 accommodations 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.
