Director of Wealth Management - Parsippany, New Jersey United States - 20216

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JOB DESCRIPTION

Job #: 20216
Title: Director of Wealth Management
Job Location: Parsippany, New Jersey - United States
Employment Type:
Salary: $100,000.00 - $200,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Director of Wealth Management - Established Financial Services Firm - Northern New Jersey

Established wealth management firm in Northern NJ seeks Director of Wealth Management to lead the planning team and direct the firm’s financial planning practice.

JOB DESCRIPTION

  • Review and analyze documents including estate plans, wills, trusts, partnership/shareholder agreements, etc.
  • Design and implement wealth planning strategies and provide technical guidance to support the planning process
  • Lead meetings, conduct firm-wide training and generate planning materials to circulate to clients and prospects
  • Act as point person for all advisor and team requests as pertains to financial planning

QUALIFICATIONS

Requires a JD and 1o+ years of experience.