Client Advisor III

Description Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy. What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness. There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing. Client Advisor III Exciting opportunity within a fast-growing wealth management firm. Seeking a client-focused professional with a strong wealth advisory background to be an integral team member within the Family Office Services division of the organization. Peapack Private Family Office Services provides integrated and objective financial, investment, and tax advice primarily for ultra-high net worth individuals and their families. Sophisticated client base built from one of Worth Magazine's top 100 Financial Advisors. Responsibilities: + Develop and manage HNW and UHNW client relationships. + Ownership and responsibility for client meetings, communications and relationship management including various meeting follow-up items. + Preparation and review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Award, and other performance related schedules. + Collaborate with the firm's investment team and portfolio managers to ensure client portfolios are managed in-line with planning objectives. + Implements and assists with the oversight of clients' investment management process. + Knowledge and ability to prepare analyses on the elements of a financial plan including, risk, investment, tax, and estate planning. + Research various financial, investment, tax and estate planning issues. + Review of quarterly and ad hoc client performance reports utilizing proprietary performance software, Morningstar Advisor, eMoney and Tamarac. + Identify and develop new business opportunities. + Deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources. Qualifications: + Bachelor's degree in business/finance/accounting or equivalent work experience. + Minimum of ten years' experience working in a wealth management, tax and financial services or similar industry, with specific focus on ultra-high net worth clients. + Knowledge of securities and wealth management operations, systems, compliance, and administrative responsibilities. + Ability to interact effectively and tactfully with internal and external clients of all levels, both in person and via telephone. + Experience and expertise in Microsoft Excel, Word, Outlook, and PowerPoint. + Excellent oral and written communication skills. + Must be an organized, independent, and detail-minded individual. Critical thinking is essential. + Proficiency in gathering financial information and inputting data into financial planning models and schedules. + Continually seeks to educate oneself and stay abreast of industry developments and process enhancements. + Assists other team members and demonstrates teamwork and leadership. + Proven ability to manage multiple priorities and meet deadlines. Preferred: + Prior experience with tax and financial planning software/models (e.g. eMoney). + Previous exposure to a financial advisor and/or tax preparation environment. + CPA, CFP , or MBA credential attained or other advanced designation. Benefits Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)