Wealth Advisor: Build Client Wealth & Plans

Citizens; Wilmington (DE); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Wealth Advisors are branch-based professionals who conduct thorough client discoveries to tailor financial plans aligned with short- and long-term goals, emphasizing client interests and team growth.

Wealth Advisors work with partners to uncover opportunities and deliver services across financial planning, investment management, insurance, and estate planning in a collaborative, growth-focused bank setting.

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• A valid insurance life/health/variable license is required or must be obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent experience 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 preferred.

Responsibilities

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance and preserve relationships with key partners to boost client introductions and engagement.
• Proactive client and prospect outreach to promote Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Leverage internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning services.

Skills

Series licensing

Insurance licenses

Financial advisory experience

New business development

Client book management

Team-oriented banking

High-net-worth servicing

Entrepreneurial mindset

Education

Bachelor’s degree preferred

Job description

Citizens Wealth Advisors are branch-based professionals who conduct thorough client discoveries to tailor financial plans aligned with short- and long-term goals, emphasizing client interests and team growth.

Wealth Advisors work with partners to uncover opportunities and deliver services across financial planning, investment management, insurance, and estate planning in a collaborative, growth-focused bank setting.