Senior Wealth Manager - Client Strategy & Growth
Creative Planning
A financial services firm is seeking a Wealth Manager to develop and implement client strategies for financial planning. The Wealth Manager serves as the primary contact for clients, focusing on business development and client retention. Candidates should possess at least 7 years of financial services experience, including the ability to present complex topics clearly. A Bachelor’s degree in finance, business, or marketing is required. Proficiency in MS Office is essential. This position is located in Paramus, New Jersey. #J-18808-Ljbffr
Vacancy posted 3 days ago
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