Wealth Advisor: Create Tailored Plans & Drive Growth

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Generous PTO

Job summary

Citizens Wealth Advisor role at Citizens Financial is a branch-based position focused on delivering personalized wealth management strategies. You will work in a collaborative environment that puts client interests first and supports the growth of team members.

You will partner with various business units to uncover opportunities, manage client books, and provide financial planning, investment management, insurance, and estate planning services to high-net-worth clients.

Qualifications

• Active securities licenses required or to be obtained within 60 days of starting.
• Licensed or to obtain Life/Health/Variable insurance licenses.
• Bachelor's degree preferred for advanced advisory roles.

Responsibilities

• Develop a high-quality wealth management practice with tailored strategies.
• Enhance relationships with key partners to boost client engagements.
• Proactively reach out to clients and prospects to promote services.
• Grow relationships through referrals from internal and external partners.
• Tailor planning to meet client needs using specialists as needed.
• Collaborate with internal stakeholders to deliver financial planning, investments, and estate planning.

Skills

New business development

Client book management

Team-oriented

High-net-worth servicing familiarity

Education

Series 7, 63, 65 (or 66) active and valid

Insurance Life/Health/Variable licenses

Bachelor's degree preferred

Job description

Citizens Wealth Advisor role at Citizens Financial is a branch-based position focused on delivering personalized wealth management strategies. You will work in a collaborative environment that puts client interests first and supports the growth of team members.

You will partner with various business units to uncover opportunities, manage client books, and provide financial planning, investment management, insurance, and estate planning services to high-net-worth clients.