Senior Financial Advisor

Company Overview:

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience.

What makes Peapack Private different? We are an institution 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 Banks to Work For" across the nation. In addition, we were selected as Crain's Best Places to work in NYC for our inaugural year, 2024. Our secret sauce in one word is our 'culture'.

At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization thorough mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing!

Department Overview:

Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private wealth management division are available to provide wealth management and trust and investment services at the bank's headquarters in Bedminster and at all private banking locations.

Position Overview:

Responsible for the direct sales of financial products and services

Key Responsibilities:

• Maintain the confidentiality of the Bank and its customers
• Sell financial products and services primarily within the bank network of customers and contacts
• Support and promote the PGB Financial Services Department throughout the branch network
• Generate leads from the bank network of customers and contacts
• Consults with and advises clients regarding appropriate asset allocation
• Remain current with all FINRA license requirements
• Directs sales and maintains contact with client

Qualifications:

• Bachelor's degree in business, finance or related field
• Must currently have and maintain FINRA and state insurance license
• Must have at least three years of current sales experience
• Knowledge to satisfy all compliance requests and regulations for the broker/dealer
• Ability to interact effectively and tactfully with bank branch clients and bank personnel from other departments either in person or over the telephone
• Good managerial, strong analytical and sales skills
• Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
• Excellent oral and written communication skills required
• Ability to read, write and speak English clearly
• Knowledge of own department's operations, policies, and procedures
• Must be an organized, independent, and detail-minded individual
• Attends required special events as needed as a representative of the Bank
• Special projects and other related duties as assigned
• Maintain a neat and orderly work area
• No direct reports
• The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
• Physical Demands: While performing the duties of this job, the employee is required to walk, sit, stand, use hands, fingers, reach with hands and arms, stoop, talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distant vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
• Work Environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Benefits Overview:

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, a hybrid work environment (for most roles), education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $120,000 to $150,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note: Incentives and/or benefits packages may vary depending on the position.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.