Wealth Advisor - Flexible, Branch-Based, High Earnings

Citizens; Lakewood Township (NJ); In loco; USD 105.000 - 250.000; Tempo pieno

Descrizione del lavoro

Citizens Wealth Management is seeking an experienced Wealth Advisor in our New Jersey branch to conduct thorough client discoveries and tailor comprehensive financial plans that meet short- and long-term goals.

In a collaborative environment, you will grow relationships with clients and partners, promote Citizens Wealth Management capabilities, and deliver services across financial planning, investment management, insurance, and estate planning.

Competenze

• Active and valid Series 7, 63, 65 (or 66) licenses.
• Insurance Life/Health/Variable licenses required or obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Demonstrated track record in new business development and client book management.
• Familiarity with servicing high-net-worth individuals.
• Bachelor's degree 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 and prospect outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize internal specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Conoscenze

New business development

Client book management

Team collaboration

High-net-worth servicing

Formazione

Series 7/63/65 licenses

Insurance Life/Health/Variable licenses

Bachelor's degree preferred

Descrizione del lavoro

Citizens Wealth Management is seeking an experienced Wealth Advisor in our New Jersey branch to conduct thorough client discoveries and tailor comprehensive financial plans that meet short- and long-term goals.

In a collaborative environment, you will grow relationships with clients and partners, promote Citizens Wealth Management capabilities, and deliver services across financial planning, investment management, insurance, and estate planning.