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UHN Wealth Advisor – Family Office Services

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Peapack Private Bank & Trust
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 135000 - 160000 USD Yearly USD 135000.00 160000.00 YEAR
Job Description & How to Apply Below

Peapack Private Bank & Trust in Morristown, NJ is seeking an experienced Wealth Client Advisor to join our Family Office Services Team. This role focuses on supporting UHNW clients in managing complex wealth needs through strategic financial planning.

Key responsibilities include collaborating with Lead Relationship Managers, tax and estate planning, and providing exceptional client service. The position offers a competitive salary range of $135,000 to $160,000 with comprehensive benefits such as health coverage and a 401K match.

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