Wealth Advisor: Build Personal Plans & Partnered Growth

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisor role focuses on building a high-quality wealth management practice by delivering personalized planning across financial, investment, insurance, and estate services. You will work in a branch-based, collaborative environment emphasizing client interests and growth of team members.

In this position you will partner with internal specialists and business partners to uncover opportunities, manage client books, and drive new business development while delivering tailored

Qualifications

• Active Series 7, 63, 65 (or 66) licenses and Life/Health/Variable licenses or ability to obtain within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven track record in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Familiarity with high-net-worth clients.

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 services (financial planning, investment management, insurance, estate planning).

Skills

Series 7

Series 63

Series 65

Insurance licenses

Client book management

New business development

Team-oriented

High-net-worth servicing

Entrepreneurial environment

Education

Bachelor's degree preferred

Job description

Citizens Wealth Advisor role focuses on building a high-quality wealth management practice by delivering personalized planning across financial, investment, insurance, and estate services. You will work in a branch-based, collaborative environment emphasizing client interests and growth of team members.

In this position you will partner with internal specialists and business partners to uncover opportunities, manage client books, and drive new business development while delivering tailored