Financial Planning, Senior Director

4 weeks ago

Washington DC, United States Oppenheimer & Co. Inc. Full time

Join to apply for the Financial Planning, Senior Director role at Oppenheimer & Co. Inc. 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.
The Washington posting includes a reasonable salary estimate and may include discretionary bonus.
Financial Planning, Senior Director
Financial Planning, Asset Management
Managing Director and Head of Financial Planning
Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City (remote/flexible considerations may apply)
Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals‑based financial planning process
Educate financial professionals on best practices for integrating financial planning capabilities into their business practices
In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings
Speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning topics
Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable on regulations and law changes
Build strong, trustworthy, value-driven relationships with financial professionals, branch managers, business partners and senior management to promote financial planning
Operate as a bridge to the firm’s product platforms (e.g., Oppenheimer Asset Management, Oppenheimer Life Agency, Oppenheimer Trust Company of Delaware)
Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals‑based investing, engaging with affluent / HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies
Bachelor’s degree in business, finance, accounting or related field required
FINRA Registration: Active state life and health insurance license required
Strong understanding of and experience with MoneyGuidePro or similar financial planning software
Ability and flexibility to travel, approximately 10-25% of the year
Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members
Ability to juggle multiple planning opportunities at different stages with different financial professionals concurrently
Passion for coaching, training, and educating colleagues with varying levels of experience
Strong working knowledge of Microsoft Office suite
Inc. offers a comprehensive benefits package and may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), PTO, paid family medical leave and disability benefits to eligible employees where required by applicable law. Salary is based on full-time status and may vary by location, experience, and other factors. xrczosw Part-time roles will be pro‑rated.

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