Senior Director, Financial Planning & Client Strategy

Oppenheimer & Co. Inc.; United States; Remote; USD 130,000 - 150,000; Full time

Benefits offered by this job

Bonus potential

Professional development opportunities

Job summary

A leading financial services firm is seeking a Senior Director for Financial Planning. This role involves engaging with financial professionals to develop business opportunities and educate them on best practices. Candidates should have a minimum of 7 years in financial services, a relevant bachelor’s degree, and exceptional presentation skills. The position offers competitive compensation with the opportunity for travel and additional bonuses.

Qualifications

• Minimum 7 years’ experience in financial services including financial planning.
• Active state life and health insurance license required.
• Exceptional presentation skills for varied audiences.

Responsibilities

• Engage with financial professionals to develop business opportunities.
• Educate financial professionals on best practices for financial planning.
• Serve as a subject-matter expert on financial planning.

Skills

Financial planning

Client relationship management

Presentation skills

Financial software (MoneyGuidePro)

Time management

Coaching and training

Education

Bachelor’s degree in business, finance, accounting or a related field

Tools

Microsoft Office

Job description

A leading financial services firm is seeking a Senior Director for Financial Planning. This role involves engaging with financial professionals to develop business opportunities and educate them on best practices. Candidates should have a minimum of 7 years in financial services, a relevant bachelor’s degree, and exceptional presentation skills. The position offers competitive compensation with the opportunity for travel and additional bonuses.