Strategic Wealth Advisor: Growth, Planning & Partnerships

Citizens Financial; United States; On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Paid time off

Job summary

Citizens Financial is seeking a Wealth Advisor to build and manage a personalized wealth management practice within a branch setting. You will collaborate with partners to uncover opportunities, conduct thorough client discoveries, and tailor financial plans that align with short- and long-term goals.

The position emphasizes a client-first approach, professional growth, and a cooperative team environment, with responsibilities across financial planning, investments, insurance, and estate

Qualifications

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

Responsibilities

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance and preserve relationships with key partners to boost client introductions and engagement.
• 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 the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Education

Bachelor's degree

Job description

Citizens Financial is seeking a Wealth Advisor to build and manage a personalized wealth management practice within a branch setting. You will collaborate with partners to uncover opportunities, conduct thorough client discoveries, and tailor financial plans that align with short- and long-term goals.

The position emphasizes a client-first approach, professional growth, and a cooperative team environment, with responsibilities across financial planning, investments, insurance, and estate