Senior Wealth Planner

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 sixth 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 way 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!

Senior Wealth Planner 

The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship.

The SWP manages all aspects of the financial planning engagement and works in tandem with the client Portfolio Manager in addition to coordinating with Wealth Planners, Advisors and Analysts.

SWP’s can manage all functions including those of the Wealth Planner and Wealth Analyst.

Responsibilities:

• Client Relationship Management
• Act as a fiduciary on behalf of the client in all advisory related matters.
• Act as a primary client contact on all financial planning related inquiries and projects.
• Maintain regular communication with clients.
• Manage and present results of planning projects.
• Document all client communication utilizing CRM to keep the client team informed and ensure that all client related tasks are completed in a timely fashion.
• Lead client calls and meetings and manage the follow up process.
• Maintain communication with Wealth Advisors, where clients are shared.
• Financial Planning
• Manage all client planning related projects from inception to completion.
• Manage the financial planning process, coordinating scheduled, workload, client outreach, and final delivery of all planning related reporting, analyses, and services.
• Responsible for performing financial planning research and designing solutions to client specific planning needs.
• Annually or as needed conduct client review to identify planning opportunities and resolve outstanding planning issues.
• Review tax, insurance, and estate planning documents, identify, and communicate planning opportunities to mitigate risks associated with each facet of client interaction.
• Maintain current industry and planning knowledge through attendance at seminars and industry presentations.
• Supervisory general and administrative
• Develop and coach the wealth planners. Manage workload and provide opportunities for client contact and communication.
• Success Factors
• Develop and maintain strong long term client relationships success determined by high client retention and referral generation.
• Develop new skills and deepen existing ones.
• Assist clients in achieving planning objectives over time.
• Successfully demonstrate deep team of planning professionals by leveraging wealth planners where appropriate
• Build valuable relationships with COI's and outside client advisor relationships where appropriate.
• Position Goals
• Maintain CFP certification.
• Develop in-house expertise in a variety of planning related disciplines.
• Develop efficient planning processes and team functions.
• Create Market identity and presence through networking/online and social media outlets, where appropriate.                                       

Requirements

• Experience & Education
• CFP certification
• Bachelor’s Degree
• 5 years experience in business/finance or equivalent experience
• Skills and Knowledge
• Demonstrate ability to build strong relationships and work with diverse personalities.
• Strong verbal and written communication skills
• Detail oriented with strong organizational skills.
• Proven ability to manage multiple priorities and meet deadlines.
• Strong problem-solving skills.
• Demonstrate integrity and ability to maintain confidentiality.
• Demonstrate professional demeanor.
• Proficient in Microsoft Office.
• Knowledge of CRM and/or portfolio management system preferred.

Benefits

Peapack Private Bank & Trust offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.