Branch-Based Wealth Advisor - Growth & Client Planning

Citizens; Montclair (NJ); In loco; USD 105.000 - 250.000; Tempo pieno

Descrizione del lavoro

Citizens in Montclair, NJ seeks a Wealth Advisor to build a tailored financial plan for individuals and families. The role emphasizes client interests, collaboration with business partners, and growth of a branch-based advisory practice.

You will conduct thorough discoveries, offer financial planning, investment management, insurance, and estate planning, and drive new business while maintaining high-net-worth client relationships.

Competenze

• Active Series 7, 63, 65 (or 66) licenses.
• Valid Insurance Life/Health/Variable licenses required within 60 days of starting (or obtained).
• Minimum 2 years in a Financial Advisor role or equivalent in financial services.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Bachelor’s degree preferred.

Mansioni

• Develop a high-quality wealth management practice with personalized strategy.
• Enhance and preserve relationships with key partners to boost client introductions.
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize knowledge of internal stakeholders to deliver financial planning, investment management, insurance, and estate planning.

Conoscenze

New business development

Client book management

Team-oriented

High-net-worth servicing

Formazione

Bachelor’s degree preferred

Descrizione del lavoro

Citizens in Montclair, NJ seeks a Wealth Advisor to build a tailored financial plan for individuals and families. The role emphasizes client interests, collaboration with business partners, and growth of a branch-based advisory practice.

You will conduct thorough discoveries, offer financial planning, investment management, insurance, and estate planning, and drive new business while maintaining high-net-worth client relationships.