- 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.
- Involvement in quarterly income tax projection work, annual tax return review and liaison with clients' tax preparers.
- Ownership and responsibility for client communication and relationship management including various meeting follow-up items.
- 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.
- Bachelor's degree in business/finance/accounting or equivalent work experience
- Minimum of 3-8 years' experience working in a wealth management, tax and financial services or similar industry
- Extensive knowledge of tax and trust and estate regulations
- Proficiency with 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
- Must be proficient 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 when needed. Models teamwork and leadership.
- Proven ability to manage multiple priorities and meet deadlines
- Prior experience with tax and financial planning software
- Exposure to a financial advisor and/or tax preparation environment
- CPA or CFP credential attained or other advanced designation
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Wealth Advisor Associate - Morristown, United States - Peapack-Gladstone Financial
2 weeks ago
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 fifth 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).
Wealth Advisor Associate
Exciting opportunity within a fast-growing company.
Seeking a client-focused professional with a strong tax and wealth advisory background to be an integral team member within the Family Office division of the organization.
Peapack Private Family Office Services provides integrated and objective financial, investment, and tax advice for ultra-high net worth individuals and their families.
Wealth Advisor Associate Responsibilities:
Direct Reports:
None
Indirect Reports:
Financial Analyst II
CSO
External and Vendor Relationships:
Custodians, CPAs, Attorneys
Qualifications:
Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.
