Investment Planning Director

5 days ago


Cherry Hill, New Jersey, United States Alloy Silverstein Full time
Job Description

This is an exciting opportunity for a motivated and detail-oriented Wealth Manager to join our team and contribute to the growth and success of our clients.

The successful candidate will have a strong background in financial planning, excellent analytical skills, and the ability to communicate complex financial concepts to clients.

Estimated Salary: $60,000 - $80,000 per year

Main Responsibilities
  • Manage daily client interactions and provide exceptional customer service
  • Develop and implement personalized financial plans for clients
  • Collaborate with cross-functional teams to achieve business objectives
  • Stay up-to-date on industry trends and best practices
  • Ensure compliance with regulatory requirements


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