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Creative Planning

Wealth Strategy & Client Growth Manager

princeton, NJ

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Job description

A financial services firm in New Jersey is seeking a Director of Talent Acquisition to manage the wealth management client relationships, develop financial strategies, and present services clearly. The ideal candidate will have at least 7 years of experience in financial services, strong sales skills, and proficiency in MS Office. A Bachelor's degree is required, with a preference for advanced degrees. This role plays a critical part in business development and client retention.

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Worksite address

princeton, NJ, 08543, US

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