Wealth Management Specialist

3 weeks ago


Morristown, Tennessee, United States Peapack-Gladstone Bank Full time

Why Work with Us?

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At Peapack-Gladstone Bank, we pride ourselves on our unique culture, which prioritizes employee well-being and client satisfaction. Our team members are valued, respected, and empowered to make a positive impact. We believe in fostering a collaborative and supportive work environment where everyone can thrive.


Job Responsibilities

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The successful candidate will be responsible for:


Deliver Exceptional Client Service

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  • Develop and maintain strong relationships with HNW and UHNW clients.
  • Conduct regular reviews and provide proactive recommendations to ensure clients' financial goals are met.
  • Stay up-to-date on market trends and regulatory changes to provide expert advice to clients.
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Candidate Requirements

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To be considered for this exciting opportunity, you must possess:


Qualifications

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  • Bachelor's degree in business, finance, or accounting.
  • Minimum 10 years of experience in wealth management, tax, and financial services.
  • Strong knowledge of securities and wealth management operations.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
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Preferred Qualifications

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  • Prior experience with tax and financial planning software/models.
  • Previous exposure to a financial advisor and/or tax preparation environment.
  • CPA, CFP, or MBA credential attained or other advanced designation.
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Salary Range: $120,000 - $180,000 per year

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We offer a competitive salary range based on experience, as well as a comprehensive benefits package, including medical, dental, and vision coverage, a generous PTO program, and 401(k) match. If you are a motivated and dedicated professional looking to make a meaningful impact, we encourage you to apply.



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