Senior Wealth Planner

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:

The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship.

The SWP manages all aspects of the financial planning engagement and works in tandem with the client Portfolio Manager in addition to coordinating with Wealth Planners, Advisors and Analysts.

SWP's can manage all functions including those of the Wealth Planner and Wealth Analyst.

Key Responsibilities:


* Client Relationship Management



* Act as a fiduciary on behalf of the client in all advisory related matters.


* Act as a primary client contact on all financial planning related inquiries and projects.


* Maintain regular communication with clients.


* Manage and present results of planning projects.


* Document all client communication utilizing CRM to keep the client team informed and ensure that all client related tasks are completed in a timely fashion.


* Lead client calls and meetings and manage the follow up process.


* Maintain communication with Wealth Advisors, where clients are shared.

Financial Pla...