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Peapack Private Bank & Trust · 2 months ago

Client Advisor (FOS)

Morristown, NJ

Full-time

Onsite

Senior Level, Lead/Staff

$98K/yr - $150K/yr

10+ years exp

Peapack Private Bank & Trust is a well-recognized boutique bank specializing in wealth management and lending solutions. They are seeking a highly experienced Senior Financial Planner to support the complex wealth management needs of ultra-high-net-worth clients, focusing on developing and implementing comprehensive financial plans and strategies.

AdviceFinancial ServicesWealth Management

Responsibilities

Collaborate with LRMs in the preparation, delivery and implementation of wealth strategies

Coordinate with clients’ network of professionals, in the implementation of estate, income tax, investment, insurance, and executive compensation planning

Contribute to strategic planning discussions involving multi-generational wealth transfer and legacy preservation

Research various financial, investment, tax, and estate planning issues

Review of quarterly and ad hoc client performance reports, utilizing proprietary software

Qualification

CFP® designationFinancial planning experienceWealth management strategiesAnalytical skillsFinancial reporting softwareCommunication skillsMulti-disciplinary environmentFamily office structuresAI tools proficiencyCollaboration skills

Required

CFP® designation

Minimum of 10–15 years of experience in financial planning, with a focus on UHNW clients

Knowledge of complex wealth management strategies (i.e., estate planning and trust administration, tax planning, inheritance and legacy planning, charitable and philanthropic strategies, etc.)

Strong analytical and reporting skills; ability to synthesize complex financial data

Exceptional communication and collaboration skills

Preferred

Experience working in a multi-disciplinary wealth management environment

Familiarity with family office structures and multi-generational planning

Proficient in financial reporting software and AI tools – eMoney, Tamarac, Salesforce, Microsoft Office, Microsoft CoPilot, ChatGPT

Benefits

Competitive compensation package

Generous paid time off program

Comprehensive medical, dental and vision coverage

Maternity/paternity leave

Education reimbursement

Wellness programs

Participation in an Employee Stock Purchase Program

401K with a generous match

Company

Peapack Private Bank & Trust

Founded in 1921, Peapack Private Bank & Trust is a commercial bank that offers a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management*, investment banking, commercial and personal solutions.

Founded in 1921

Bedminster, New Jersey, USA

201-500 employees