Wealth Advisor: Build Personal Plans & Grow Clients

Citizens Bank; Newtown Township (Delaware County); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank Wealth Advisors conduct thorough discoveries to understand a client’s goals, then craft a tailored financial plan that aligns with those objectives. This role operates in a branch-based, collaborative environment focused on client interests and professional growth.

Primary responsibilities include building a high-quality wealth practice, strengthening partner relationships, proactive outreach, and cross-functional delivery of financial planning, investment management, insurance,

Qualifications

• Active Series 7, 63, 65 licenses (or 66) required.
• Active Life/Health/Variable Insurance licenses required or must be obtained within 60 days of start.
• Minimum 2 years in an Financial Advisor role or equivalent 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.
• Bachelor’s degree preferred.

Responsibilities

• Develop a high-quality wealth management practice with a personalized wealth management strategy.
• Enhance 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 internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Skills

Series 7/63/65 licenses

Insurance licenses

Financial advisory experience

New business development

Team-oriented banking experience

High-net-worth servicing

Education

Bachelor’s degree preferred

Job description

Citizens Bank Wealth Advisors conduct thorough discoveries to understand a client’s goals, then craft a tailored financial plan that aligns with those objectives. This role operates in a branch-based, collaborative environment focused on client interests and professional growth.

Primary responsibilities include building a high-quality wealth practice, strengthening partner relationships, proactive outreach, and cross-functional delivery of financial planning, investment management, insurance,