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DATE ADDED: Tue 16/10/2018

Financial Advisor

Boca Raton, USA
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COMPANY: OPPENHEIMER & CO

Job Description

Oppenheimer & Co. Inc is searching for a seasoned Financial Advisor to join our team. Our ideal candidate is eager to grow one's previously developed skills from a previous financial services firm. This full-service investment firm is only interested in candidates who have quality experience with high end financial products and are interested in a high income sales position. Become part of the prestigious company with over 3,200 employees and 90+ branch offices in the United States.

 

RESPONSIBILITES INCLUDE:

  • You will be required to bring in a book of existing clients** while prospecting to add to your new business as well
  • Assists clients with investment management
  • Maintains multiple financial portfolios
  • Offer investment advice and suggest specific investment moves.
  • Manage the investments of your clients, which could be large organizations, a company or even an individual
  • Record transactions of each individual client as necessary for tax purposes
  • Keep client transactions up to date with terms of documentation or book keeping readily at hand
  • Multi task working on a client's portfolio and searching for additional inventors

The ideal candidate will have these basic qualities & key abilities below:

  • Inner drive to succeed
  • Brush off rejection
  • Thrilled by competition
  • Carries oneself with confidence
  • Ability to sell
  • Communicates effectively
  • Explain concepts that is sometimes seem as hard to grasp by others

 

Education & Certifications are Required:

  • Bachelor's Degree in the following fields of accounting, economics, business, finance, or a similar field is preferred but not required
  • The Series 7 License
  • The Series 63 & 65 or Series 66
  • A Book of Existing Client is required*

About Oppenheimer and Co., Inc.:

Thank you for considering Oppenheimer. One of our points of pride is that our size, culture, and collaborative environment make this a great place to work. As a boutique firm, each and every employee matters. Your value and success at Oppenheimer are not only determined by the types of clients or customers you serve but by your hard work and effective use of our resources.

At Oppenheimer, you are supported at each stage of your business and professional development. We are focused on keeping you ahead of evolving trends, legislation and technology. For those of you joining us as a Financial Advisor, you will have flexibility and choice of wealth management solutions to meet the different needs of your clients, backed by a platform that makes it easy to conduct business.

Oppenheimer is an Equal Opportunity Employer.

Company Description
Why Work Here?
“Top 3 Reasons Our Financial Advisors Are Thrilled To Be With Us: 1. Independence & Autonomy 2. Ability To Scale 3. Trusted Reputation”

Oppenheimer & Co. Inc is searching for a seasoned Financial Advisor to join our team. Our ideal candidate is eager to grow one's previously developed skills from a previous financial services firm. This full-service investment firm is only interested in candidates who have quality experience with high end financial products and are interested in a high income sales position. Become part of the prestigious company with over 3,200 employees and 90+ branch offices in the United States.

As an Oppenheimer & Co., your responsibilities will include, but not be limited to:

You will be required to bring in a book of existing clients** while prospecting to add to your new business as well
Assists clients with investment managementment
Maintains multiple financial portfolios
Offer investment advice and suggest specific investment moves.
Manage the investments of your clients, which could be large organizations, a company or even an individual
Record transactions of each individual client as necessary for tax purposes
Keep client transactions up to date with terms of documentation or book keeping readily at hand
Multi task working on a client's portfolio and searching for additional inventors
*We are the best, who only accept the best!*

The ideal candidate will have these basic qualities & key abilities below:

Inner drive to succeed
Brush off rejection
Thrilled by competition
Carries oneself with confidence
Ability to sell
Communicates effectively
Explain concepts that is sometimes seem as hard to grasp by others
Education & Certifications are Required:

Bachelor's Degree in the following fields of accounting, economics, business, finance, or a similar field is preferred but not required
The Series 7 License
The Series 63 & 65 or Series 66
A Book of Existing Client is required*

About Oppenheimer and Co., Inc.:
Thank you for considering Oppenheimer. One of our points of pride is that our size, culture, and collaborative environment make this a great place to work. As a boutique firm, each and every employee matters. Your value and success at Oppenheimer are not only determined by the types of clients or customers you serve but by your hard work and effective use of our resources.

At Oppenheimer, you are supported at each stage of your business and professional development. We are focused on keeping you ahead of evolving trends, legislation and technology. For those of you joining us as a Financial Advisor, you will have flexibility and choice of wealth management solutions to meet the different needs of your clients, backed by a platform that makes it easy to conduct business.

Oppenheimer is an Equal Opportunity Employer.


Role: Financial Advisor
Job Type:
Location: Boca Raton,

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