Financial Operations Specialist

3 weeks ago


Jericho, New York, United States Oppenheimer & Co. Inc. Full time
Sales and Marketing Support Role

This position provides critical support to Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice. Key responsibilities include assisting clients with inquiries, developing knowledge of forms and account procedures, and promoting Firm services.

Requirements
  • Series 7 and 63/65 (or 66) licenses required within six months
  • Three+ years' experience as a sales assistant or CSA in a corporate/brokerage environment
  • Excellent communication and organizational skills

Compensation Package:

A competitive compensation package includes an estimated average annual salary of $62,500 in New York State, plus opportunities for additional forms of compensation.



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