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Focused Financial Planning Manager
Job in
Westwood, Bergen County, New Jersey, 07675, USA
Listed on 2026-02-09
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-02-09
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Manager -
Management
Financial Manager
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Financial Planning Manager responsible for enhancing financial planning functions across the organization. The ideal candidate will demonstrate 5-7 years of experience in financial services, possess a Bachelor's degree and CFP certification, and have proficiency in financial planning software. Responsibilities include executing strategic initiatives and implementing planning workflows to improve service delivery.
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