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Peapack Private Bank & Trust · 3 days ago

senior wealth planner

Short Hills, NJ

Full-time

Onsite

Senior Level

5+ years exp

Peapack Private Bank & Trust is a commercial bank committed to delivering a client-centric approach to banking. The Senior Wealth Planner will be responsible for providing tailored financial and wealth planning solutions, helping clients align their financial goals with their personal values and long-term objectives.

AdviceFinancial ServicesWealth Management

Responsibilities

Providing tailored financial and wealth planning solutions

Helping clients align their financial goals with their personal values and long-term objectives

Conducting detailed client consultations

Developing comprehensive financial plans

Analyzing investment strategies

Managing wealth portfolios

Advising on insurance options

Maintaining compliance with regulatory requirements

Working closely with clients and internal teams to ensure a superior client experience

Fostering lasting relationships

Qualification

Financial Planning expertiseInvestment ManagementInvestmentsInsurance products experienceFinancial planning softwareCertified Financial Planner (CFP)Analytical skillsCommunication skillsRelationship-building skills

Required

Financial Planning expertise, including knowledge of cash flow management, retirement planning, and estate planning

Proficiency in Investment Management, with a strong understanding of portfolio construction and risk management

In-depth knowledge of Investments and Finance, including asset allocation, tax strategies, and wealth preservation techniques

Experience with Insurance products and solutions to help clients manage risk and protect their financial future

Strong analytical, problem-solving, and decision-making skills

Excellent communication and relationship-building skills to create and maintain client trust and satisfaction

Proficiency with financial planning software and Microsoft Office Suite

At least 5 years of experience in financial planning or a related field

Ability to work on-site in Short Hills, NJ, and maintain a professional demeanor in client-facing interactions

Preferred

Certified Financial Planner (CFP) designation or equivalent qualifications strongly preferred

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