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Senior Director, Financial Planning Leader

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Manager, Wealth Management
  • Management
    Financial Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 130000 - 150000 USD Yearly USD 130000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading investment firm is looking for a Senior Director to join their Financial Planning team. This role requires a minimum of 7 years in financial services, focusing on goals-based planning and client relationships. Responsibilities include engaging with financial professionals and leading presentations. A Bachelor’s degree and FINRA registration are required. The estimated salary range is $130,000 to $150,000 annually, with additional compensation potential.
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Position Requirements
10+ Years work experience
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