Wealth Management Specialist
3 weeks ago
Why Work with Us?
">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
">The successful candidate will be responsible for:
Deliver Exceptional Client Service
">- 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.
Candidate Requirements
">To be considered for this exciting opportunity, you must possess:
Qualifications
">- 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.
Preferred Qualifications
">- 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.
Salary Range: $120,000 - $180,000 per year
">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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