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Senior Wealth Manager - Client Strategy
Job in
Paramus, Bergen County, New Jersey, 07653, USA
Listed on 2026-04-17
Listing for:
Creative Planning
Full Time
position Listed on 2026-04-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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