Senior Financial Advisor

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Peapack Private Bank & Trust 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 Private different from our competition? We are an institution that's over 100 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 sixth 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!

Senior Financial Advisor

Responsible for the direct sales of financial products and services

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

Requirements

• 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

Nonessential Skills and Experience

• 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

Physical Demands and Work Environment

• 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

Peapack Private Bank & Trust 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)