Wealth Advisor: Build High-Net-Worth Client Relationships

Citizens Bank

Wawaset Park (DE)

On-site

USD 105,000 - 250,000

Full time

4 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Citizens Bank is seeking a Wealth Advisor to build and manage a personalized wealth management practice within a branch. You will collaborate with partners to uncover opportunities for clients and prospects, delivering comprehensive financial planning, investment management, and estate planning as needed.

The role emphasizes teamwork, client-centric service, and growth of the advisor's book of business in a dynamic banking environment.

Qualifications

Minimum 2 years in a Financial Advisor role or equivalent 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.