Wealth Management Associate

2 weeks ago


Florham Park, New Jersey, United States Oppenheimer & Co. Full time
Responsibilities
  • Support Financial Advisors in sales, marketing, and day-to-day operations
  • Learn and adapt to service various accounts
  • Develop knowledge of forms and account procedures
  • Utilize research and technical support tools
  • Promote Firm services by enhancing relationships with advisors
Requirements
  • Series 7 and 63/65 (or 66) required within first three months
  • Certified Financial Planner (CFP) certification required
  • 5+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment
  • Possess high degree of proficiency with technology including MS Office products


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