Wealth Advisor - Build Bespoke Plans & Grow Client Wealth

Citizens Bank; Village of Endicott (NY); 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 seeks a Wealth Advisor in Endicott, NY to develop personalized wealth management strategies and enhance client relationships. Candidates must hold valid Series 7 and 63 (or 66) licenses and have at least 2 years of financial advising experience. The role focuses on direct outreach, collaborating with team members, and requires familiarity with high-net-worth individuals. Competitive pay structure with high earning potential based on performance is offered, including comprehensive benefits and flexible work arrangements.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Must have Series 7, 63, 65 (or 66) licenses.
• Experience managing high-net-worth individuals.

Responsibilities

• Develop a wealth management practice with tailored strategies.
• Enhance relationships with key partners.
• Conduct proactive client outreach for wealth management services.

Skills

Business development

Client management

Financial planning

Team collaboration

Education

Bachelor’s degree

Tools

CRM software

Job description

Citizens Bank seeks a Wealth Advisor in Endicott, NY to develop personalized wealth management strategies and enhance client relationships. Candidates must hold valid Series 7 and 63 (or 66) licenses and have at least 2 years of financial advising experience. The role focuses on direct outreach, collaborating with team members, and requires familiarity with high-net-worth individuals. Competitive pay structure with high earning potential based on performance is offered, including comprehensive benefits and flexible work arrangements.