VP, Financial Planning
Wealth Manager, Princeton, NJ - Princeton, NJ

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Extraordinary Opportunity: VP, FINANCIAL PLANNING

The VP, Financial Planning is a principle position in a wealth management firm responsible for $100 million in customer accounts in the Princeton area. You will have an opportunity for a ownership in the business.

You have strong selling skills, excellent presentation skills, and solid analytical skills. Ideally, you also bring a book of business to the firm, have experience managing 401K plans, and have a positive investment track record.

Preferred: a four-year degree and one or more of these certifications:

CERTIFIED FINANCIAL PLANNERTM - CFP®
Certified Employee Benefits Specialist – CEBS
Certified Fund Specialist – CFS
Chartered Retirement Plans Specialist – CRPS
Accredited Asset Management Specialist – AAMS
Chartered Life Underwriter - CLU
Accredited Investment Fiduciary - AIF®

Compensation:

  • Generous salary
  • 401K Plan
  • Annual bonus

Please forward cover letter and resume.


Indeed - 2 years ago - save job