Senior Wealth Planner

Bedminster
500 Hills Dr
Suite 100
Bedminster, NJ 07921, USA

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Bedminster
500 Hills Dr
Suite 100
Bedminster, NJ 07921, USA

• Hybrid
• Wealth
• Full-Time
• Requisition #: SENIO
  002049
• Match Score :

Company Overview:

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s "Best Banks to Work For." Our secret sauce, in a word, is our culture.

We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.

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

Department Overview:

Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private wealth management division are available to provide wealth management and trust and investment services at the bank’s headquarters in Bedminster and at all private banking locations.

Position Overview:

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.

• 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.
• 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…