Wealth Advisor - Flexible, High-Earning Potential

Citizens Bank; East Amherst (NY); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Wealth Advisor to help individuals and families achieve their financial goals through thorough discoveries and tailored plans. This branch-based role emphasizes client interests and growth of team members.

You will collaborate with partners to uncover opportunities, build a high-quality practice, manage client relationships, and deliver services across financial planning, investment management, insurance, and estate planning.

Qualifications

• Series 7, 63, 65 active and valid.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
• 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 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 services like financial planning, investment management, insurance, and estate planning.

Skills

Client relationship management

Business development

Team collaboration

Financial planning knowledge

Education

Series 7/63/65 licenses

Insurance Life/Health/Variable licenses or eligibility within 60 days

Bachelor’s degree preferred

Job description

Citizens Bank is seeking a Wealth Advisor to help individuals and families achieve their financial goals through thorough discoveries and tailored plans. This branch-based role emphasizes client interests and growth of team members.

You will collaborate with partners to uncover opportunities, build a high-quality practice, manage client relationships, and deliver services across financial planning, investment management, insurance, and estate planning.