Associate Financial Professional (East Lansing, MI)
Associate Financial Professional (East Lansing, MI)
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Salary Not Disclosed
1 Vacancy
Job Description
Who we are:
Oppenheimer & Co. Inc. (Oppenheimer) is a leading middlemarket investment bank and fullservice brokerdealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sales and trading investment banking (both corporate and public finance) equity & fixed income research market making trust services and investment advisory and asset management services.
Job Description
The firm is seeking an Associate Financial Professional to join our Private Client Division in our East Lansing Michigan office. Associate Financial Professional candidates should possess strong relationship management and interpersonal skills in addition to strong written and verbal communication abilities. Ideal candidates are great listeners with selfconfidence and have a passion for educating and helping others.
Ideal candidates are selfmotivated and able to work independently while also collaborating in a dynamic teambased environment welcoming constructive feedback and challenges to ideas. These candidates also demonstrate strong work ethic a thirst for success and a track record for establishing and achieving goals.
Key Responsibilities:
- Provide top quality advice and solutions to clients Ability to prospect build relationships and successfully grow a book of business
- Develop new clients through individual marketing strategies and relationships with existing Oppenheimer Financial Professionals
- Prioritize and organize workflow and collaborate all facets of the operation and administration of client accounts using CRM tools
- Social Media and Marketing program development
- Conduct mutual fund ETF separate account manager (SMA) equity and fixed income research and due diligence for investment opportunities
Qualifications:
- Wealth Management / Investment industry experience preferred
- Minimum education requirement is a Bachelors degree
- Previous work experience including internships involving client service or financial analysis is preferred
- SIE exam completion required prior to offer
- FINRA Registrations: Series 7 & 65/66 preferred or must be obtained within 4 months of hire date in addition to State Insurance Licenses within 6 months
- Must be a team player: proactive positive problemsolving disposition seeking growth and opportunities for advancement
- Excellent communication skills: verbal written and interpersonal
- Ability to work in a fast paced high energy environment with attention to detail and ability to meet designated deadlines
Required Experience:
IC
Employment Type
Full Time
