Senior Director, Financial Planning & Practice Growth

Oppenheimer & Co. Inc.; Chicago (IL); On-site; USD 130,000 - 150,000; Full time

Job summary

A leading investment bank is looking for a Senior Director in Financial Planning to join their Asset Management team in Chicago. This role requires over 7 years in financial services, including expertise in goals-based investing and client engagement. The successful candidate will serve as an extension of financial professionals' practices and educate them on financial planning. A Bachelor's degree and an active CFP® designation are essential for this position, which offers a salary range of $130,000 to $150,000.

Qualifications

• Minimum of 7 years’ experience in financial services, including financial planning.
• Bachelor’s degree in business, finance, accounting, or a related field.
• Active CFP® designation.
• FINRA Registration: Series 7 and 66 (or 63 and 65) required.
• Active state life and health insurance license required.
• Knowledge of branch functionality and advisor/client relationships preferred.
• Strong understanding of and experience with MoneyGuidePro financial-planning software.
• Ability to juggle multiple planning opportunities at different stages.
• High ethical standards geared towards putting the clients’ best interest first.
• Exceptional presentation skills suitable for audiences ranging from 1-2 to 50+ individuals.

Responsibilities

• Engage with financial professionals to develop business opportunities.
• Educate financial professionals on best practices for financial-planning process.
• Collaborate with financial professionals for client discovery and plan presentations.
• Drive, partner, or serve as a consultant on plan development.
• Speak and present at seminars and webinars on financial-planning topics.
• Serve as a subject-matter expert for financial professionals and UHNW clients.

Job description

A leading investment bank is looking for a Senior Director in Financial Planning to join their Asset Management team in Chicago. This role requires over 7 years in financial services, including expertise in goals-based investing and client engagement. The successful candidate will serve as an extension of financial professionals' practices and educate them on financial planning. A Bachelor's degree and an active CFP® designation are essential for this position, which offers a salary range of $130,000 to $150,000.