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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
Qualifications
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
Job Type : Full-time
Full Time
$77k-114k (estimate)
06/27/2024
07/13/2024
siebert.com
OMAHA, NE
100 - 200
1967
$200M - $500M
At Siebert, you're not just a number. You're a valued client. The constant aim of our personalized customer service is always to meet your needs and exceed your expectations. We take pride in our clients success. Our mission is the pursuit and delivery of value, both for shareholders and clients. We pursue growth by relying on our strengths in select areas of activity, while making continual advancements in our approach to take advantage of ever-evolving opportunities in the brokerage and capital markets areas. Trusted Financial Advice Siebert's experienced Wealth Managers have been helping pe...ople reach clarity and confidence about their financial future for over 50 years. Helping individuals live a more enjoyable life through successful financial planning is our top priority and mission. For over 50 years, Siebert has been guided by a set of consistent principles and values: to operate by conservative business policies and prioritize the safety and security of client assets. Exceptional Service We're here for you. There are many ways to get in touch with us. Were here to helpby phone, email, live chat, and at our branches across the US. Our team of reliable, client support specialists can help with questions regarding your account. Take the next step. When you choose Siebert, you're joining firm who is dedicated to our clients success. Get started and open an account or learn more at www.siebert.com
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The following is the career advancement route for Wealth Management Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Associate. You can explore the career advancement for a Wealth Management Associate below and select your interested title to get hiring information.
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Discussing borrowing, debt management, and a range of specialized lending solutions.
02/28/2022: Queens Village, NY
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Career tips from people on Wealth Management Associate jobs
1-3 years of trust sales or trust relationship management experience.
04/10/2022: Chattanooga, TN
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