Wealth Advisor - Cumberland, RI

Citizens Securities, Inc; Attleboro (MA); In loco; USD 105.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Descrizione del lavoro

Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and deepen client relationships. You will present comprehensive financial plans and coordinate with specialists to deliver planning, investments, insurance, and estate strategies.

The role emphasizes proactive outreach, expanding the client base, and collaborating with partners to drive engagement in Citizens Wealth Management services. Bachelor’s degree is preferred and relevant licenses are required.

Competenze

• Active FINRA licenses: Series 7, 63, 65 (or 66).
• Insurance license (Life/Health/Variable) required or must be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven track record in new business development and client book management.
• Familiarity with servicing high-net-worth individuals in a consumer bank setting.
• Bachelor’s degree is preferred.

Mansioni

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance relationships with key partners to boost client referrals and engagement.
• Proactive client outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth planning to meet client needs using internal specialists.
• Deliver a range of services including financial planning, investments, insurance, and estate planning.

Conoscenze

FINRA Series 7

FINRA Series 63

FINRA Series 65

Insurance licenses

New business development

Client book management

Team oriented

Formazione

Bachelor's degree preferred

Descrizione del lavoro

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Primary responsibilities include:

• 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.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A 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.
• Comfortable operating in a dynamic, entrepreneurial environment.
• Bachelor’s degree is preferred.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F (Branch Hours)

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.