CFP Senior Director of Financial Planning - Newark New Jersey

Company: VirtualVocations
Location: Newark, New Jersey
Posted On: 01/18/2025

A company is looking for a Senior Director, Executive Financial Planning and Stock Plan Services.



Key Responsibilities

Build and execute workplace strategy for financial planning and executive engagement
Develop key services including stock-plan and nonqualified plan services
Oversee growth of the Financial Planning team and drive business growth initiatives


Required Qualifications

Bachelor's degree required; Master's degree preferred
10+ years of relevant industry leadership experience
Certified Financial Planner (CFP) designation required
FINRA Series 7, 24, & 66 required
Proven success in developing new service offerings More...

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