Financial Planning, Senior Director
Oppenheimer & Co. Inc.Highlight
Summary
About the Role
About You
- Minimum of 7 years’ experience in financial services including financial planning and engaging with affluent clients.
- Bachelor’s degree in business, finance, accounting or related field.
- Active CFP® financial professionals designation.
- FINRA Registration: Series 7 and 66 (or 63 and 65).
- Active state life and health insurance license.
- Knowledge of branch functionality and advisor/client relationships.
- Experience with MoneyGuidePro financial planning software.
- Ability to travel approximately 10-25% of the year.
- Strong presentation skills for various audience sizes.
- Passion for coaching and training colleagues.
Benefits
- Comprehensive benefits package including Health, Dental, Vision, Mental Health & Wellness programs.
- 401(K) and PTO benefits.
- Paid family medical leave and disability benefits.
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.