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Wealth Management Associate: Client Planning & Support
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-08-05
Listing for:
Provident Bank
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Provident Bank's Beacon Trust unit in Morristown, NJ seeks an Associate Wealth Management Relationship Manager II to support senior advisors in financial planning and client service. You will assist with data gathering for planning analyses, estate and retirement planning, client onboarding, and meeting preparations while maintaining the firm’s CRM records.
This role provides hands-on experience with high net worth clients, ongoing training, and a collaborative team focused on integrity and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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