Wealth Advisor | Create Tailored Plans & Grow Your Practice

Citizens Bank; Sewickley (Allegheny County); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Bank is seeking a Wealth Advisor to build a branch-based, collaborative wealth management practice. You will conduct thorough discoveries, tailor financial plans, and work with partners to uncover opportunities while prioritizing client interests and team growth.

The role emphasizes proactive outreach, relationship expansion, and delivering comprehensive services such as financial planning, investments, insurance, and estate planning within a dynamic bank environment.

Qualifications

• Active Series 7/63/65 licenses, or 66 in lieu of 65, required.
• Insurance Life/Health/Variable licenses must be active or obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent in financial services.
• Proven 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 is preferred.

Responsibilities

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

Skills

Series 7/63/65

Insurance licenses

New business development

High-net-worth servicing

Team‑oriented banking

Education

Bachelor’s degree preferred

Job description

Citizens Bank is seeking a Wealth Advisor to build a branch-based, collaborative wealth management practice. You will conduct thorough discoveries, tailor financial plans, and work with partners to uncover opportunities while prioritizing client interests and team growth.

The role emphasizes proactive outreach, relationship expansion, and delivering comprehensive services such as financial planning, investments, insurance, and estate planning within a dynamic bank environment.