Asistente de Ventas Financieras

LEGEND WEALTH MANAGEMENT LLC; Town of Amherst (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Job summary

Legend Wealth Management LLC in Amherst, NY is seeking a motivated Financial Sales Assistant to support a growing sales team and deliver excellent client service. You will help prepare proposals, manage communications, and keep client data organized in the CRM, while coordinating tasks across internal teams to ensure timely execution of client requests.

The role emphasizes attention to detail, organization, and a service mindset, with opportunities to progress in financial services.

Qualifications

• 1+ years of experience in financial services, sales support, or a related field preferred.
• Strong knowledge of financial products, wealth management, or investment services is a plus.
• Excellent communication, interpersonal, and customer service skills.
• Proficiency in Microsoft Office Suite and CRM software.
• Highly organized with strong attention to detail and ability to multitask.
• Series 6, 7, or 63 license is a plus, or willingness to obtain license.
• Self-starter with a team-oriented mindset and professional demeanor.

Responsibilities

• Support financial advisors and sales team with daily administrative and client service tasks.
• Assist in preparing financial proposals, presentations, and client reports.
• Manage client communications, scheduling, and follow-ups to ensure a seamless client experience.
• Maintain and update CRM systems with accurate client data and activity records.
• Assist with prospecting efforts, lead generation, and new client onboarding.
• Process financial documents, applications, and account paperwork in compliance with regulations.
• Coordinate with internal teams to ensure timely execution of client requests and transactions.

Skills

Customer service

Communication

Organization

Attention to detail

Teamwork

Tools

Microsoft Office

CRM software

Job description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off

About the Role:

Legend Wealth Management LLC is looking for a motivated and detail-oriented Financial Sales Assistant to join our growing team in Amherst, NY. This is an exciting opportunity to build a rewarding career in financial services while supporting a dynamic sales team dedicated to helping clients achieve their financial goals. If you're passionate about finance and thrive in a client-focused environment, we want to hear from you!

Responsibilities:

• Support financial advisors and sales team with daily administrative and client service tasks
• Assist in preparing financial proposals, presentations, and client reports
• Manage client communications, scheduling, and follow-ups to ensure a seamless client experience
• Maintain and update CRM systems with accurate client data and activity records
• Assist with prospecting efforts, lead generation, and new client onboarding
• Process financial documents, applications, and account paperwork in compliance with regulations
• Coordinate with internal teams to ensure timely execution of client requests and transactions

Requirements:

• 1+ years of experience in financial services, sales support, or a related field preferred
• Strong knowledge of financial products, wealth management, or investment services is a plus
• Excellent communication, interpersonal, and customer service skills (Note: corrected small misspelling in original that was included verbatim in HTML. Two closing tags were merged.)
• Proficiency in Microsoft Office Suite and CRM software
• Highly organized with strong attention to detail and ability to multitask
• Series 6, 7, or 63 license is a plus, or willingness to obtain license
• Self-starter with a team-oriented mindset and professional demeanor

About Us:

Legend Wealth Management LLC is a trusted financial services firm based in Amherst, NY, committed to delivering personalized wealth management solutions that empower clients to secure their financial futures. Our clients choose us for our integrity, expertise, and dedication to building long-lasting relationships. We foster a collaborative and supportive workplace where team members are encouraged to grow professionally and make a meaningful impact.