Wealth Advisor — Build High-Net-Worth Plans, Flexible Hours

Citizens; Bloomfield (NJ); On-site; USD 105,000 - 250,000; Full time

Job summary

The Citizens Wealth Advisor role in New Jersey focuses on building personalized wealth plans for individuals and families. You will work in a branch-based, collaborative environment to deliver financial planning, investment management, insurance, and estate planning services.

Responsibilities include growing client relationships, proactive outreach, and partnering with internal experts to uncover opportunities.

Qualifications

• Active Series 7/63/65 (or 66) licenses required.
• Insurance licenses (Life/Health/Variable) required or to be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Strengthen relationships with partners to boost client introductions.
• Proactively reach out to clients and prospects to promote services.
• Grow existing relationships through referrals and collaborative work.
• Tailor wealth planning to meet client needs with internal experts' support.
• Deliver services including financial planning, investment management, insurance, and estate planning.

Skills

Series 7/63/65/66

Insurance licenses

2+ years advisor experience

Team-based banking experience

Bachelor’s degree preferred

Education

Bachelor’s degree

Job description

The Citizens Wealth Advisor role in New Jersey focuses on building personalized wealth plans for individuals and families. You will work in a branch-based, collaborative environment to deliver financial planning, investment management, insurance, and estate planning services.

Responsibilities include growing client relationships, proactive outreach, and partnering with internal experts to uncover opportunities.