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Wealth Management Client Services Associate

Job in Richmond, Dallas County, Alabama, USA
Listing for: Oppenheimer & Co. Inc.
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Location: Richmond

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Richmond branch office. This role supports Financial Advisors in sales and marketing, helping to grow a wealth management practice while ensuring service excellence.

The ideal candidate will possess strong interpersonal skills, attention to detail, and must obtain required FINRA registrations. The position enables a dynamic work environment within a dedicated team.

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Position Requirements
10+ Years work experience
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