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Wealth Advisory : Registered Client Service Associate

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisory Support: Registered Client Service Associate

Oppenheimer & Co Inc is seeking a Registered Client Service Associate for their Richmond branch. This role involves supporting Financial Advisors by managing client interactions and assisting with various operational tasks. The ideal candidate will need strong interpersonal skills and the ability to multitask efficiently.

Candidates must hold Series 7 and 63/65 (or 66) registrations within 12 months of hire and possess strong organizational skills. A positive team player is essential for success in this role. Oppenheimer offers a dynamic work environment with opportunities for growth.

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Position Requirements
10+ Years work experience
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