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®
- Generous salary
- 401K Plan
- Annual bonus
Please forward cover letter and resume.