Sr. Investment Manager & Financial Planning Supervisor

Description A reputable Morris County, NJ wealth management firm is currently hiring an Investment & Financial Planning Manager to support their Financial Planners with investment research, portfolio oversight, and financial plan creation & modeling. The Investment & Financial Planning Manager will compiling data and analytics for client discussions, evaluate potential investment and insurance solutions, and support tax planning efforts. Typical responsibilities will include conducing investment and insurance research, assessing model portfolios, supporting bulk trade execution, and navigating tax strategy. Prior experience will include analyzing annuities, life & disability coverage, long-term care products, and reviewing the work of junior staff. The ideal Investment & Financial Planning Manager will have a minimum of 5-7 years' experience in financial services or wealth management, strong analytical skills especially in Excel, and possess a deep knowledge of investments, insurance, and tax. Either a CFP, CFA, or CPA is required, as well as impeccable communication skills. Any combination of CLU, ChFC, Series 6/7, Life & Health are desirable, but not required. Responsibilities: u2022 Conduct comprehensive research on investment markets and products to identify optimal strategies. u2022 Manage and analyze investment portfolios, ensuring alignment with client objectives. u2022 Prepare financial plans and materials for client meetings, addressing complex financial scenarios. u2022 Collaborate on tax planning strategies. u2022 Perform insurance need analyses and document existing policies, including life insurance and annuities. Requirements u2022 Bacheloru2019s degree in finance, business, or a related field is required. u2022 A minimum of 5-7 years' of progressive and/or supervisory experience in the financial services industry is essential. u2022 Proficiency with financial planning software is mandatory. u2022 Deep knowledge of investments, insurance products, and tax planning is required. u2022 One of the following is required: CFP, CFA, or CPA. u2022 Additional credentials like ChFC or Series 6/7 licensing are advantageous. u2022 Proficiency in Excel and strong analytical skills are critical. u2022 Effective communication, problem-solving abilities, and attention to detail are necessary to excel in this role. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-03-09