Strategic Wealth Advisor

Citizens Bank; Camp Hill (Cumberland County); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Wealth Advisor in Camp Hill, Cumberland County to assist clients in attaining financial goals through personalized strategies. Key responsibilities include developing a wealth management practice, enhancing client relationships, and proactive outreach.

Qualifications include valid financial licenses, minimum 2 years of advisor experience, and familiarity with high-net-worth clients. The role offers commission-based salary with historical earnings between $105,000 and $250,000 per year.

Qualifications

• Must have Series 7, 63, 65 (or 66) active and valid licenses.
• 2+ years of experience as a Financial Advisor or equivalent.
• Familiarity with high-net-worth individuals' servicing.

Responsibilities

• Develop a high-quality wealth management practice.
• Enhance relationships with key partners for client engagement.
• Conduct proactive outreach to clients and prospects.

Skills

Business development expertise

Client management

Team collaboration

Financial planning

Investment management

Education

Bachelor’s degree preferred

Tools

Financial planning software

Job description

Citizens Bank is seeking a Wealth Advisor in Camp Hill, Cumberland County to assist clients in attaining financial goals through personalized strategies. Key responsibilities include developing a wealth management practice, enhancing client relationships, and proactive outreach.

Qualifications include valid financial licenses, minimum 2 years of advisor experience, and familiarity with high-net-worth clients. The role offers commission-based salary with historical earnings between $105,000 and $250,000 per year.