Wealth Advisor: Craft Personalized Financial Plans

Citizens Bank; City of Syracuse (NY); Sur place; USD 105 000 - 250 000; Plein temps

Résumé du poste

Citizens Bank in Syracuse, NY is seeking an experienced Wealth Advisor to build a high-quality wealth management practice. You will conduct client discoveries, tailor financial plans, and collaborate with partners to deliver comprehensive planning, investment management, insurance, and estate services.

The role emphasizes a client-centered, collaborative culture, with a 40-hour work week, branch-based duties, and a commission-based pay structure reflecting performance.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Valid Insurance Life/Health/Variable licenses or must obtain within 60 days.
• Minimum of 2 years as a Financial Advisor or in financial services.
• 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.

Responsabilités

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

Connaissances

Series 7/63/65

Insurance licenses

New business development

Team-oriented

High-net-worth familiarity

Entrepreneurial environment

Formation

Bachelor's degree (preferred)

Description du poste

Citizens Bank in Syracuse, NY is seeking an experienced Wealth Advisor to build a high-quality wealth management practice. You will conduct client discoveries, tailor financial plans, and collaborate with partners to deliver comprehensive planning, investment management, insurance, and estate services.

The role emphasizes a client-centered, collaborative culture, with a 40-hour work week, branch-based duties, and a commission-based pay structure reflecting performance.