Director of Wealth Management

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Job Type
Direct Hire
Mar 03, 2019
Job ID
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.
* 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
  • Requires a JD and 10+ years of experience