Senior Director, Financial Planning & Practice
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-03-08
Listing for:
Oppenheimer & Co. Inc.
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Manager, Financial Advisor
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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