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Summary
About the Role
About You
- 8 or more years of experience in the financial industry with client portfolio management responsibility for high net worth individuals and families.
- Strong ability to analyze equity and fixed income securities and initiate portfolio recommendations.
- Broad knowledge of various asset classes and allocation strategies.
- Prior experience in business development and proven success in client relationships.
- Excellent customer service skills and proficiency in Microsoft Word, Excel, and Outlook.
- CFA certification.
- MBA in Finance.
Benefits
- Competitive salary range of $133k–$191k.
- Incentive eligibility based on performance.
- Paid time-off (PTO) and holiday PTO.
- Health and wellness benefits including medical, dental, and vision plans.
- 401(k) retirement plan.
- Disability insurance and employee assistance program.
- Tuition disbursement and loan repayment programs.
Established in 1839, Provident Bank has a strong history of service and stability. As we expanded, our capabilities grew to rival larger regional and national banks. However, our advantage over those larger banks is that we have also maintained our commitment to providing personal service. We serve individual and commercial customers with a wide scope of products and services. From personal checking to commercial loans, each account comes with individual attention from a Provident banker. Provident Bank is the wholly owned subsidiary of Provident Financial Services, Inc. (NYSE:PFS) and serves its customers through an extensive network of more than 80 branches throughout New Jersey and Pennsylvania and telephone and online banking systems. Member FDIC