Wealth Strategy Director, UHNW Planning

A financial planning firm in Princeton is seeking a Director-level Wealth Strategist to lead comprehensive planning for high-net-worth families. The ideal candidate will have 5–12 years of experience in financial planning, preferably with CFP® and CPA credentials. Responsibilities include managing financial plans, conducting cash-flow analysis, and collaborating with team members to provide seamless client service. This role requires strong analytical skills and the ability to communicate complex topics clearly.

The position is based in New Jersey and offers a collaborative work environment.
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