Senior Wealth Planner - Hybrid Private Banking
Job in
Bedminster, Somerset County, New Jersey, 07921, USA
Listed on 2026-03-12
Listing for:
Accounts
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A boutique bank in New Jersey is looking for a Senior Wealth Planner who will be the primary client contact responsible for managing financial planning relationships. Candidates must have a CFP certification and at least 5 years of experience in business or finance. This full-time role involves client relationship management, coordinating planning projects, and leading financial planning inquiries, offering a competitive compensation package with performance-based incentives.
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Position Requirements
10+ Years
work experience
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