Wealth Advisor: Create Custom Plans & Grow Relationships

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

Job summary

Citizens Bank Wealth Advisor role located in a branch environment helps individuals and families reach financial goals through discovery and tailored financial plans. You collaborate with partners to uncover opportunities and deliver a full range of services, from planning to estate considerations.

The position emphasizes client-first service within a supportive team culture. Responsibilities include growing a wealth management practice, fostering partner referrals, proactive outreach, and

Qualifications

• Active Series 7/63/65 licenses required or must be obtained within 60 days of starting.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days.
• Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Bachelor’s degree is preferred.

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 a variety of services, including financial planning, investment management, insurance, and estate planning.

Skills

Series 7/63/65

Insurance licenses

Financial advisory

New business development

Team oriented

High-net-worth servicing

Education

Bachelor’s degree

Job description

Citizens Bank Wealth Advisor role located in a branch environment helps individuals and families reach financial goals through discovery and tailored financial plans. You collaborate with partners to uncover opportunities and deliver a full range of services, from planning to estate considerations.

The position emphasizes client-first service within a supportive team culture. Responsibilities include growing a wealth management practice, fostering partner referrals, proactive outreach, and