Associate Wealth Management Relationship Manager II

Provident Bank•Morristown, NJ

About The Position

Under general direction, the Associate Wealth Management Relationship Manager II develops knowledge, practical experience, and skills in relationship management and financial planning. The role supports senior relationship managers and wealth strategists in financial planning and relationship management, including entering data into financial planning software, preparing analyses, onboarding clients, handling service requests, preparing for and following up on client meetings, and maintaining client information in the firm’s CRM system. The associate is partnered with one or more senior advisors and their books of business, and begins taking ownership of selected client relationships by responding to client needs independently. The position primarily takes place in a normal office environment with moderate noise. It may involve prolonged sitting, lifting items weighing 5 to 10 pounds, and occasional bending or overhead lifting. A comprehensive background check and consent to that check are required as part of the application process.

Requirements

Associate’s degree required.
Obtain Series 65 within 90 days of hire.
Three to five years of related financial-industry experience in client management and financial planning.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Honesty, integrity, and commitment to high ethical standards when dealing with clients and the public.
Good communication and interpersonal skills to work with a range of personalities.
Ability to work autonomously, set priorities, and manage deadlines.
Strong organizational and project coordination skills.
Team-oriented, enthusiastic, positive, polished, poised, and professional approach.
Strong verbal and written communication skills.
Self-motivated and proactive.
Demonstrated interest in financial planning and understanding of financial planning strategies for high-net-worth clients.

Nice To Haves

Familiarity with eMoney or a related financial planning tool, Salesforce, and Envestnet Tamarac.
Bachelor’s degree in Management, Finance, or Business Administration.
Advanced degree or professional designation, such as CFP®.

Responsibilities

Work directly with senior advisors to support client-facing work.
Develop financial plans, including net worth, cash flow, income tax, estate, retirement, and education analyses; gather client financial data, enter it into planning software, and prepare analyses.
Assist advisors with ad hoc client planning requests and other client-related projects.
Review estate planning documents, such as wills and trusts, to help create current estate analyses.
Interact directly with clients to assist with requests, including money movement requests and new account openings.
Research and resolve client issues.
Prepare for client meetings, including generating materials and coordinating with clients and internal colleagues.
Coordinate implementation of recommendations after meetings in conjunction with the advisor.
Assist with follow-up correspondence and post-meeting record retention.
Continuously update client electronic files in the firm’s CRM system.
Foster a positive atmosphere with colleagues, clients, prospects, and centers of influence; encourage teamwork and support business goals.
Represent professional behavior and etiquette, support business changes, and deliver timely, professional client service.
Perform other duties as assigned or directed by management.

Benefits

Paid time off (PTO) and holiday PTO.
Medical, dental, and vision plans.
Flexible spending and health savings accounts.
401(k) retirement plan.
Disability insurance.
Employee Assistance Program.
Basic life insurance.
Tuition disbursement and loan repayment programs.
Voluntary supplemental life insurance, accident, critical illness, hospital indemnity, and legal plans.
Incentive eligibility based on company, business, and/or individual goal achievement and performance.