Wealth Advisor: Build Bespoke Plans & Partnerships

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

Benefits offered by this job

Competitive pay

Medical, dental, and vision insurance

Retirement benefits

Flexible work arrangements

Education reimbursement

Job summary

Citizens Wealth Management is seeking a client-focused Wealth Advisor to join our branch-based team in the United States. The role emphasizes collaborative client service, deep discovery of goals, and tailored financial planning to meet short- and long-term objectives.

You will work with partners to uncover opportunities, manage a growing client book, and deliver services across planning, investments, insurance, and estate planning in a dynamic banking environment.

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience 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.
• Comfortable operating in a dynamic, entrepreneurial environment.
• Bachelor's degree is preferred.

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.

Skills

Series 7

Series 63/65 or 66

Financial advisory

Team collaboration

High-net-worth familiarity

Education

Bachelor's degree preferred

Job description

Citizens Wealth Management is seeking a client-focused Wealth Advisor to join our branch-based team in the United States. The role emphasizes collaborative client service, deep discovery of goals, and tailored financial planning to meet short- and long-term objectives.

You will work with partners to uncover opportunities, manage a growing client book, and deliver services across planning, investments, insurance, and estate planning in a dynamic banking environment.