Job Description

Summary:
Growing New Jersey wealth management firm seeks client-oriented wealth manager, preferably with book of business or able to work towards developing a book of business.

Responsibilities:
Grow and maintaining client relationships by working with investment, insurance, and pension and group benefits departments, and providing cross-marketing opportunities to existing and future clients

Experience:
Financial planning and investment knowledge and experience
CPA and/or CFP designations preferred
Consultative selling skills required

Candidates interested in applying to this role should e-mail 465c47@brokeragejobs.com.