Head of Financial Planning – CFP – Wealth Management | Moorestown, New Jersey

Reference Number: MHH7627
Location: Moorestown, New Jersey

Judson Group has partnered with a leading wealth management firm in the search for a Head of Financial Planning – CFP – Wealth Management. This individual will serve in an entrepreneurial leadership role to lead all financial planning activities, strategies, and initiatives. This individual will be responsible for overall planner development and implement the firm’s financial planning strategy through process/tool development.

The ideal candidate will have strong experience in financial planning and tax minimization to assist with client strategies and advisor education/assistance.


  • Serves as a financial planning resource for the firm, answering questions and training the client engagement team on common financial planning questions and processes
  • Evaluate, design, and enhance the client experience through long-term strategic initiatives and recommendations with the client engagement team
  • Strong use of advanced technologies, tools, and resources to be used in client/potential client meetings
  • Reviews, and develops financial planning materials, educational pieces, and marketing/events
  • Attend client meetings to act as subject matter expert in all financial planning related matters
  • Ensures adherence to and fiscal responsibility to financial planning team budget
  • Proactively network and represent the firm at various functions and community events


  • Minimum of 5 years of financial planning experience
  • CFP designation required
  • Knowledge of financial services operational functions, terminology, and software
  • Highly proactive, must have a strong work ethic
  • High degree of customer service, confidentiality and urgency
  • Excellent interpersonal and communication skills

Location: Moorestown, New Jersey

Compensation: Competitive base salary and benefits

Reference Number: MHH7627

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