Director of Wealth Planning
Company: NPAworldwide Recruitment Network
Location: Trenton
Posted on: January 11, 2021
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Job Description:
JOB DESCRIPTION
Job #: 34158 Title: Director of Wealth Planning Job Location:
Trenton, New Jersey - United States Employment Type: Salary:
$100,000.00 - $210,000.00 - US Dollars - Yearly Employer Will
Recruit From: Nationwide Relocation Paid?: Negotiable WHY IS THIS A
GREAT OPPORTUNITY? Director of Wealth Planning Our client is
currently seeking an experienced Wealth Planning leader to deliver
strategic direction for the Wealth Planning department. This leader
will serve as an advocate of the firm and provide financial/estate
planning expertise in collaboration with team members and their
clients. In this player-coach role, the Director of Wealth Planning
is required to be a subject matter expert (SME) on a wide range of
financial and estate planning strategies and be a leader in client
engagement especially in complicated cases. The Director of Wealth
Planning participates in significant consulting services which vary
from conference calls and/or in-person meetings with firm
associates and their individual clients, to conducting client
seminars and internal training sessions. JOB DESCRIPTION
Duties:
University - Bachelor`s Degree/3-4 Year Degree
Keywords: NPAworldwide Recruitment Network, Trenton , Director of Wealth Planning, Accounting, Auditing , Trenton, New Jersey
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