... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI.
Quick apply
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI.
Quick apply
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI.
Client Service Associate (Plymouth, MI)
$13.75 - $19/hr
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI.
Client Service Associate (Plymouth, MI)
$13.75 - $19/hr
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Plymouth, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI.
... institutional sales and trading, investment banking (both corporate and public finance), equity ... Associate to join our institutional team in the Private Client Department in East Lansing, MI. This ...
Quick apply
... institutional sales and trading, investment banking (both corporate and public finance), equity ... Associate to join our institutional team in the Private Client Department in East Lansing, MI. This ...
Group Business Associate (East Lansing, MI)
East Lansing, MI · On-site
$50K - $60K/yr
... institutional sales and trading, investment banking (both corporate and public finance), equity ... Associate to join our institutional team in the Private Client Department in East Lansing, MI. This ...
Group Business Associate (East Lansing, MI)
East Lansing, MI · On-site
$50K - $60K/yr
... institutional sales and trading, investment banking (both corporate and public finance), equity ... Associate to join our institutional team in the Private Client Department in East Lansing, MI. This ...
... institutional sales and trading, investment banking (both corporate and public finance), equity ... Associate to join our institutional team in the Private Client Department in East Lansing, MI. This ...
... institutional sales and trading, investment banking (both corporate and public finance), equity ... Associate to join our institutional team in the Private Client Department in East Lansing, MI. This ...
... Associate Clinical Oncology Specialist (ACOS) to manage, service, and grow our Oncology product ... sales, clinical support, case management, or laboratory operations. * Institutional Domain ...
... Associate Clinical Oncology Specialist (ACOS) to manage, service, and grow our Oncology product ... sales, clinical support, case management, or laboratory operations. * Institutional Domain ...
... Associate Clinical Oncology Specialist (ACOS) to manage, service, and grow our Oncology product ... sales, clinical support, case management, or laboratory operations. * Institutional Domain ...
... Associate Clinical Oncology Specialist (ACOS) to manage, service, and grow our Oncology product ... sales, clinical support, case management, or laboratory operations. * Institutional Domain ...
Associate Athletic Director for External Relations and Revenue Generation
Sault Sainte Marie, MI · On-site
$63K/yr
Associate Athletic Director for External Relations and Revenue Generation VP Area: Athletics ... sales management. 5. Thorough knowledge of institutional, NCAA, Conference rules, policies and ...
Associate Athletic Director for External Relations and Revenue Generation
Sault Sainte Marie, MI · On-site
$63K/yr
Associate Athletic Director for External Relations and Revenue Generation VP Area: Athletics ... sales management. 5. Thorough knowledge of institutional, NCAA, Conference rules, policies and ...
Back of House
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Back of House
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
... Institutional Advancement, and Marketing and Communications, the Coordinator helps create ... Qualifications · Associates or Bachelor's degree or equivalent work experience. · One to three ...
Quick apply
... Institutional Advancement, and Marketing and Communications, the Coordinator helps create ... Qualifications · Associates or Bachelor's degree or equivalent work experience. · One to three ...
The Strategic Sales Representative leverages surgeon, institutional, and administrative ... Associates Degree and 6+ years of relevant sales, clinical, or related experience in medical device ...
The Strategic Sales Representative leverages surgeon, institutional, and administrative ... Associates Degree and 6+ years of relevant sales, clinical, or related experience in medical device ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Human Resources Manager
Lanse, MI · On-site
... and other institutional establishments or individuals at sales office or customer's place of ... Open honest communication between owners, managers and associates, customers EDUCATION and/or ...
Institutional Sales Associate information
See Michigan salary details
$7.75 - $9.66
7% of jobs
$9.66 - $11.56
14% of jobs
$11.81 is the 25th percentile. Wages below this are outliers.
$11.56 - $13.47
29% of jobs
$13.47 - $15.37
22% of jobs
$15.74 is the 75th percentile. Wages above this are outliers.
$15.37 - $17.28
14% of jobs
$17.28 - $19.18
5% of jobs
$19.18 - $21.09
3% of jobs
$21.09 - $22.99
2% of jobs
$22.99 - $24.89
1% of jobs
$24.89 - $26.80
1% of jobs
$26.80 - $28.70
1% of jobs
$7
$15
$28
How much do institutional sales associate jobs pay per hour?
How much do institutional sales people make?
What is the highest paying sales associate job?
What are the key skills and qualifications needed to thrive as an Institutional Sales Associate, and why are they important?
What is the difference between Institutional Sales Associate vs Financial Advisor?
| Aspect | Institutional Sales Associate | Financial Advisor |
|---|---|---|
| Credentials | Bachelor's degree, possibly licenses like Series 7/63 | Bachelor's degree, certifications like CFP, Series 7/66 often required |
| Work Environment | Financial firms, investment banks, asset management companies | Individual clients, wealth management firms, banks |
| Employer & Industry | Financial institutions, investment firms | Financial planning, wealth management |
| Search & Comparison Intent | Yes | Yes |
Institutional Sales Associates primarily focus on selling investment products to institutional clients like pension funds and mutual funds, working within financial firms. Financial Advisors, on the other hand, serve individual clients, providing personalized financial planning and investment advice. While both roles require financial licenses and industry knowledge, their target clients and work environments differ significantly.
Can you make $500,000 a year in sales?
What is an Institutional Sales Associate?
What is an institutional sales job description?
How does an Institutional Sales Associate typically collaborate with portfolio managers and research analysts in their daily work?
Full-time
Posted 10 days ago
Job description
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 a Client Service Associate to join our Private Client Division in Wyandotte, MI. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
- Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
- Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
- Learn to utilize research and technical support tools
- Produce quality analytical reports using various software programs
- Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
- Act with integrity and respect in all situations
- Cultivate and grow existing client relationships
- Assist with marketing efforts and plan client events
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
- Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
- Local office interaction with other support members, Financial Advisors and Management
Skills/Requirements
- Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
- Bachelor's preferred
- 1-2 years financial services/fixed Income experience would be highly beneficial
- Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
- Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
- Must be able to maintain the highest level of confidentiality
- Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
- Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
- Demonstrate the ability to handle multiple tasks to completion with little or no supervision