Client Advisor

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack Private different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Position Summary

Exciting opportunity within a fast-growing wealth management firm. Seeking a client-focused professional with a strong wealth advisory background to be an integral team member within the Family Office division of the organization.

Peapack Private Family Office Services provides integrated and objective financial, investment, and tax advice for ultra-high net worth individuals and their families. Sophisticated client base built from one of Worth Magazine's top 100 Financial Advisors.

Responsibilities

• Ownership and responsibility for client meetings, communications and relationship management including various meeting follow-up items.
• Preparation and review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Award, and other performance related schedules.
• Implements and assists with the oversight of clients' investment management process.
• Knowledge and ability to prepare analyses on the elements of a financial plan including risk, investment, tax, and estate planning.
• Research various financial, investment, tax and estate planning issues.
• Review of quarterly and ad hoc client performance reports utilizing proprietary performance software, Morningstar Advisor, eMoney and Tamarac.

Qualifications

• Bachelor's degree in business/finance/accounting or equivalent work experience
• Minimum of ten years' experience working in a wealth management, tax and financial services or similar industry
• Knowledge of securities and wealth management operations, systems, compliance, and administrative responsibilities
• Ability to interact effectively and tactfully with internal and external clients of all levels, both in person and via telephone
• Experience and expertise in Microsoft Excel, Word, Outlook, and PowerPoint
• Excellent oral and written communication skills
• Must be an organized, independent, and detail-minded individual. Critical thinking is essential
• Proficiency in gathering financial information and inputting data into financial planning models and schedules
• Continually seeks to educate oneself and stay abreast of industry developments and process enhancements.
• Assists other team members and demonstrates teamwork and leadership.
• Proven ability to manage multiple priorities and meet deadlines

Desired

• Prior experience with tax and financial planning software/models
• Exposure to a financial advisor and/or tax preparation environment
• CPA, CFP, or MBA credential attained or other advanced designation

Benefits Overview:

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $97,692 to $150,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note: Incentives and/or benefits packages may vary depending on the position.