Senior Wealth Planner - Hybrid Private Banking

Accounts; Bedminster Township (NJ); Hybrid; USD 97,692 - 127,000; Full time

Benefits offered by this job

Competitive compensation package

Paid time off program

401K with generous match

Employee Stock Purchase Program

Medical, dental, and vision coverage

Job summary

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.

Qualifications

• Must have CFP certification.
• Bachelor’s Degree required.
• Over 5 years of experience in finance or business.

Responsibilities

• Manage client relationships and financial planning inquiries.
• Document communication and manage planning projects.
• Lead client calls and maintain follow-up.

Skills

Relationship building

Strong verbal communication

Problem-solving

Organizational skills

Integrity

Education

CFP certification

Bachelor’s Degree

5+ years experience in business/finance

Tools

Microsoft Office

CRM system

Job description

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.