Wealth Management Associate: Client Planning & Support

Provident Bank

Morristown (NJ)

On-site

USD 61,600 - 88,000

Full time

14 days+

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Benefits offered by this job

Health and Wellness benefits

401(k) Retirement Plan

Tuition Disbursement and Loan Repay./S

Disability Insurance

Employee Assistance Program

Job summary

Provident Bank's Beacon Trust unit in Morristown, NJ seeks an Associate Wealth Management Relationship Manager II to support senior advisors in financial planning and client service. You will assist with data gathering for planning analyses, estate and retirement planning, client onboarding, and meeting preparations while maintaining the firm’s CRM records.

This role provides hands-on experience with high net worth clients, ongoing training, and a collaborative team focused on integrity and

Qualifications

Associate’s degree is required.
Series 65 must be obtained within 90 days of hire.
3–5 years in financial industry working with client management and financial planning.
Proven client service delivered professionally and timely.
Proficiency with MS Office; familiarity with eMoney, Salesforce, Tamarac a plus.

Responsibilities

Support senior advisors in client-facing work and planning.
Assist in development of sophisticated financial plans with data gathering and analysis.
Help with estate and retirement planning analyses and client onboarding.
Prepare meeting materials and coordinate post-meeting follow-ups.
Maintain and update client electronic files in the CRM.