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Senior Wealth Management Relationship Manager
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-08-20
Listing for:
Provident Bank
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Provident Bank's Beacon Trust division seeks a Wealth Management Relationship Manager III to manage and grow high‑value client relationships. You will coordinate planning, investments, tax and trust services, prepare financial plans, and present results to clients.
You will work with sales, planning and operations to deliver seamless service and to develop new business within existing relationships. The role emphasizes business development, requires at least 10 years in financial planning or
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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