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Director of Investment Services - Financial Planning
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Country: USA
Location: New Jersey-Northern Parsippany, NJ 07054
Total applied: 40
Job Category:Accounting/Finance/Insurance
Location:Parsippany, NJ 07054
Status:Full Time, Employee
Career Level:Experienced (Non-Manager)
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Director of Investment Services - Financial Planning
Director of Investment Services This fulltime position will report to a principal and partner of one of the largest independent financial planning firms in the northeast. The candidate must be able to demonstrate proficiencies in the following areas: 1) Client Management2) Portfolio allocation strategies3) Trade processing4) New account execution5) Market research and analysis6) Tax analysis7) Investment proposal preparation8) Strong interpersonal client relationship skills a must.Series 7, 63, 65 or 66 required.MBA, CFP a plus. Contact Information: Location: Parsippany, NJ 07054 Job Category: Accounting/Finance/Insurance Career Level: Experienced (Non-Manager) Status: Full Time, Employee Email: Apply by Email
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Financial Services