Wealth Advisor: Client-Centered Planning & Growth

Citizens; United States; On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisor position is a branch-based role that emphasizes client interests and professional growth. Advisors conduct thorough discoveries and build tailored financial plans for individuals and families, working with business partners to uncover opportunities.

Primary responsibilities include developing a high-quality wealth management practice, enhancing relationships with partners, proactive outreach, growing client relationships, and tailoring planning across financial planning,

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• Valid Insurance Life/Health/Variable licenses or must be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Enhance relationships with key partners to boost client engagement.
• Proactive outreach promoting Wealth Management capabilities.
• Grow existing relationships through partnerships and referrals.
• Tailor wealth planning to meet client needs.
• Leverage internal specialists to deliver planning, investment, insurance, and estate services.

Skills

Client relationship management

New business development

Education

Series 7/63/65 (or 66) licenses

Insurance Life/Health/Variable licenses

Bachelor’s degree (preferred)

Job description

Citizens Wealth Advisor position is a branch-based role that emphasizes client interests and professional growth. Advisors conduct thorough discoveries and build tailored financial plans for individuals and families, working with business partners to uncover opportunities.

Primary responsibilities include developing a high-quality wealth management practice, enhancing relationships with partners, proactive outreach, growing client relationships, and tailoring planning across financial planning,