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Senior Wealth Planner - Onsite in Short Hills, NJ
Job in
Short Hills, Essex County, New Jersey, 07078, USA
Listed on 2026-02-01
Listing for:
Peapack Private Bank & Trust
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading private bank is looking for a full-time Senior Wealth Planner in Short Hills, NJ. The role involves providing customized financial and wealth planning solutions while ensuring a superior client experience. Ideal candidates will have expertise in financial planning, investment management, and strong communication skills. This position requires a Certified Financial Planner designation and at least 5 years of experience in financial planning or a related field.
Join a company dedicated to client service and long-term relationships.
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Position Requirements
10+ Years
work experience
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