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Associate Financial Professional (Kalamazoo, MI)
Associate Financial Professional (Kalamazoo, MI)Oppenheimer & Co. Inc. • Kalamazoo, MI, US
Associate Financial Professional (Kalamazoo, MI)

Associate Financial Professional (Kalamazoo, MI)

Oppenheimer & Co. Inc. • Kalamazoo, MI, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Who we are :

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. 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 Kalamazoo, 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 self-confidence and have a passion for educating and helping others.

Ideal candidates are self-motivated and able to work independently, while also collaborating in a dynamic, team-based 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 Bachelor's 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, problem-solving 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
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