Peapack-Gladstone Bank Senior Financial Advisor in Gladstone, New JerseyDescriptionPeapack 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 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 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 ways 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!Responsibilities:Maintain the confidentiality of the Bank and its customersSell financial products and services primarily within the bank network of customers and contactsSupport and promote the PGB Financial Services Department throughout the branch networkGenerate leads from the bank network of customers and contactsConsult with and advise clients regarding appropriate asset allocationRemain current with all FINRA license requirementsDirect sales and maintain contact with clientsRequirements:Bachelor’s degree in business, finance or related fieldMust currently have and maintain FINRA and state insurance licenseMust have at least three years of current sales experienceKnowledge to satisfy all compliance requests and regulations for the broker/dealerAbility to interact effectively and tactfully with bank branch clients and bank personnel from other departments either in person or over the telephoneGood managerial, strong analytical and sales skillsWorking knowledge of Microsoft Access, Outlook, Word, Excel, and Internet ExplorerExcellent oral and written communication skills requiredAbility to read, write and speak English clearlyKnowledge of own department’s operations, policies, and proceduresMust be an organized, independent, and detail-minded individualNonessential Skills and Experience:Attends required special events as needed as a representative of the BankSpecial projects and other related duties as assignedMaintain a neat and orderly work areaPhysical 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.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 DisabilitiesThe 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)
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