Wealth Advisor | Build a High-Earning, Flexible Practice

Citizens Bank; Perth Amboy (NJ); Sur place; USD 105 000 - 250 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Retirement plan

Parental leave

Flexible schedule

Education reimbursement

Wellness programs

Résumé du poste

Citizens Bank in New Jersey is seeking a Wealth Advisor who conducts thorough discoveries to understand a client's short- and long-term goals, then crafts tailored financial plans. As a branch-based advisor, you collaborate with partners to uncover opportunities and deliver services including financial planning, investment management, insurance, and estate planning.

The role reports to the branch leadership, works a 40-hour week, Monday through Friday, and emphasizes client-first service in a

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting the role.
• Minimum of 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.
• Familiarity with servicing high-net-worth individuals.
• Comfortable operating in a dynamic, entrepreneurial environment.
• Bachelor’s degree is preferred.

Responsabilités

• Develop a high-quality wealth management practice with 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.

Connaissances

New business development

Client book management

Team collaboration

High-net-worth servicing

Entrepreneurial mindset

Formation

Bachelor's degree

Life/Health/Variable Insurance license

Description du poste

Citizens Bank in New Jersey is seeking a Wealth Advisor who conducts thorough discoveries to understand a client's short- and long-term goals, then crafts tailored financial plans. As a branch-based advisor, you collaborate with partners to uncover opportunities and deliver services including financial planning, investment management, insurance, and estate planning.

The role reports to the branch leadership, works a 40-hour week, Monday through Friday, and emphasizes client-first service in a