Junior Financial Advisor

Employer
Jefferies Financial Group Inc
Location
Chicago, USA
Salary
Competitive
Posted
Sep 22, 2019
Closes
Oct 23, 2019
Ref
6380455
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Junior Financial Advisor - Wealth Management Primary Duties and Responsibilities
  • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients
  • Maintains appropriate account records while monitoring the customer's portfolio
  • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions
  • Balance management of referral activities, customer follow-ups and administrative tasks
  • Comply with all regulatory requirements
  • Obtains mandatory industry licenses if applicable within prescribed timeframes, and meets minimum performance and production standards
  • Stays abreast of investment products, industry rules and regulations, and financial planning
  • Performs other duties and responsibilities as assigned

Requirements: Qualifications and Education
  • Bachelors degree in business, finance, sales, marketing or related field preferred OR
  • Five (5) years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business.
  • Excellent communication, presentation, time management and organizational skills with knowledge of investment securities and capital markets
  • Established network of personal and business contacts
  • Ability to listen to client needs and provide financial solutions
  • Authorization to work in the U.S. without restriction as to duration
  • Successful completion of background check and pre-employment assessments
  • Series 7 and Series 66 or successful completion of Series 7 and Series 66 Exams within the time frame provided
  • CFA, CAIA or similar designation is desirable but not required


Primary Location: US-IL-Chicago
Work Locations:
Job: Wealth Management
Organization: Jefferies Financial Group Inc.
Job Level: Non-Management
Schedule: Full-time
Job Posting: Jul 29, 2019, 8:36:50 PM

Similar jobs

Similar jobs