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Financial Consultant

Senior Director, Financial Planning & Advisor Partnerships

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Oppenheimer & Co
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading investment bank is seeking a Senior Director to join their Financial Planning team. In this role, you will engage with financial professionals to develop business opportunities, educate them on financial planning, and serve as a subject matter expert. The ideal candidate will have at least 7 years of experience in financial services and hold a CFP® designation. Strong presentation skills and the ability to build relationships are essential.

This role may require travel 10-25% of the year and offers a competitive compensation package.
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Position Requirements
10+ Years work experience
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