Associate Wealth Management Relationship Manager I

Provident Bank; Morristown (NJ); On-site; USD 38,572 - 46,838; Full time

Benefits offered by this job

Health, dental and vision benefits

401(k) retirement plan

Paid time off (PTO) and holidays

Company tuition disbursement and loan‑

Job summary

Provident Bank is seeking an Associate Wealth Management Relationship Manager I in Morristown, NJ. The role supports senior advisors in wealth management and financial planning, handling data input into planning software, client onboarding, service requests, and CRM maintenance.

The position involves data gathering for plans, client interaction for requests, and preparation of materials. A Bachelor’s degree and 0–3 years in financial services, plus Series 65, are preferred.

Qualifications

• Bachelor’s degree in Management, Finance or Business Administration preferred.
• 0 to 3 years related experience in financial industry client management.
• Series 65 Registration.
• Proficient with Microsoft Word, Excel, PowerPoint and Outlook; familiarity with eMoney, Salesforce and Envestnet Tamarac a plus.
• Demonstrated integrity and ethical standards in client relations.
• Strong written and verbal communication and interpersonal skills.
• Ability to work autonomously, set priorities and meet deadlines.
• Team player, professional demeanor and proactive attitude.

Responsibilities

• Support senior advisors with client-facing work.
• Data gathering and data entry for financial plans (net worth, cash flows, etc.).
• Prepare and coordinate client meeting materials; follow-up and post-meeting tasks.
• Assist with processing money movements and new account openings for clients.
• Coordinate post-meeting implementation with advisors and internal colleagues.
• Maintain client electronic files in the CRM; ensure accurate records and organization.
• Handle ad hoc planning requests and other client-related projects.
• Value and maintain a professional office environment and workflow.

Skills

Series 65 Registration

Communication

Time management

Data entry

CRM familiarity

Education

Bachelor’s degree in Management, Finance or Business Administration

Tools

Salesforce

eMoney

Envestnet Tamarac

Microsoft Office

Job description

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Associate Wealth Management Relationship Manager I

POSITION OVERVIEW:

Under general direction, this position’s role is to gain knowledge, practical experience and skills in handling all aspects of relationship management and financial planning. This is a professional position that supports the senior relationship managers and wealth strategists in the financial planning and relationship management process. Responsibilities will include data input into the financial planning software, client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm’s CRM system.

The Associate Relationship Manager I will be partnered with a senior advisor, or multiple advisors, and their book of business. The incumbent will have the opportunity to participate on calls to gain an understanding of the client needs, relationship management & new business opportunities.

KEY RESPONSIBILITIES:

Work directly with senior advisors to support their client facing work. This includes:

• Data gathering and data entry for financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
• Assisting the advisor with other ad hoc planning requests from clients and other client-related projects
• Preliminary review of estate planning documents (e.g, Wills, Living Trusts, Irrevocable Trusts) to help create a current estate analysis
• Direct client interaction to assist advisor with all client requests, including processing of money movement requests and new account openings
• Research and resolve client issues
• Assist with client meeting preparation, including generating materials and coordination with clients and other internal colleagues
• Coordinate post meeting implementation and operational execution of recommendations in conjunction with the advisor
• Assist in follow-up correspondence and post meeting record retention
• Continuous updates to client’s electronic files in firm’s CRM system as room reservations, client meeting setup and breakdown, maintaining a clean office space, etc.
• Performs other duties as required .

MINIMUM QUALIFICATIONS:

• Bachelor’s degree in Management, Finance or Business Administration preferred.
• 0 to 3 years related experience with the financial industry working within the client management arena.
• Series 65 Registration
• Help to foster a positive atmosphere within the office and with clients/prospects/COI’s and encourage teamwork while supporting goals and objectives of the business.
• Represent professional behavior and etiquette at all times.
• Proven client service delivered in a timely professional manner.
• Proficient with software programs (Microsoft Word, Excel, Powerpoint and Outlook). Familiarity with eMoney (or related financial planning tool), Salesforce, and Envestnet Tamarac, a plus.
• Possess honesty and integrity. Demonstrated commitment to the highest ethical standards when dealing with clients and the public.
• Good communication and interpersonal skills.
• Ability to work with a high degree of autonomy, set priorities and manage deadlines
• Strong organizational and project coordination skills
• Team-player, enthusiastic and positive, polished, poised and professional
• Strong verbal and written communication skills
• Self-motivated and pro-active
• Demonstrated interest in the financial planning industry

WORKING CONDITIONS

Work is mainly performed in a normal office environment. Noise levels usually are moderate.

• Prolonged sitting
• Lifting from 5 to 10 lbs. (printer paper, storage boxes)
• Occasional bending or overhead lifting (storing files or boxes)
• The hazards are mainly those present in a normal office setting.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank, Beacon Trust and /or Provident Protection Plus require consent to conduct a comprehensive background check. This background check will be tailored to the specific requirements of the position for which you are applying. These reviews may include, but are not limited to, items such as:

• Verification of employment
• Verification of educational background and degrees
• Criminal records check
• Civil records check
• Credit history check
• Verification of professional licenses and certifications (if applicable)
• Web CRD records (if applicable)
• Any records related to federal, state, and/or local statutes
• Any records related to Code of Ethics adherence (if applicable)
• Any other records requested in connection with questions on the candidate’s background

The scope of the background check will be determined based on the level and responsibilities of the role. The results of the background check will be used solely to assess suitability for the specified position. Any false information, omissions, or failure to provide consent to undergo these reviews may disqualify a candidate from
employment.

Beacon Trust recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

$27.90 - $34.87 hourly

Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.

This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.

Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

Why Beacon Trust

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to guide you forward.

Mission Statement

We understand that clients look to us for collaboration and, more importantly, leadership in developing sound and effective wealth management plans. “Innovating Wealth Strategy” articulates what we do and what we believe in.

It speaks to our inherent drive to deepen every client relationship and to make every client’s experience enriching and productive. Since each client is different, so too are the paths to their respective financial goals. That is why we base our asset allocation strategies on ‘your’ personal financial risk preference–not ours.

Therefore, to successfully guide our clients, it is essential that we have the deepest understanding of what they are looking to accomplish financially, both today and tomorrow.