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Wealth Management Associate: Planning & Client Care

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Provident Bank
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 61600 - 88000 USD Yearly USD 61600.00 88000.00 YEAR
Job Description & How to Apply Below

Provident Bank seeks an Associate Wealth Management Relationship Manager II in Morristown, NJ. This position supports senior managers in financial planning and client relationship management. Responsibilities include financial analysis, client interaction, and preparation of planning materials.

The ideal candidate will have an Associate’s degree and 3-5 years of experience in the financial industry. A strong background in client service and proficiency in financial software is essential. The salary ranges from $61,600 to $88,000 annually.

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Position Requirements
10+ Years work experience
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