Financial Planning, Senior Director

Responsibilities

• 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 with respect to integrating these capabilities and the process of financial planning into their business practices
• In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings
• In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation
• Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics
• Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes
• Operate as a bridge to the various platforms that represent the firm’s product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware

Qualifications

• 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
• Active CFP® financial professionals designation required
• FINRA Registration: Series 7 and 66 (or 63 and 65) required
• Active state life and health insurance license required
• Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required
• Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software
• The ability and flexibility to travel, approx. 10-25% of the year
• Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members
• Excellent time management skills
• Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time
• High ethical standards geared toward putting the clients’ best interest first
• Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals
• Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure
• Strong working knowledge of Microsoft Office suite
• Strong attention to detail