Wealth Advisor: Flexible Hours, Growth & Client Impact

Citizens; Jackson (NJ); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision coverages

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisors work in a branch-based environment to build tailored wealth plans for individuals and families. Through thorough discoveries, Advisors align short- and long-term goals with a comprehensive strategy that includes planning, investments, insurance, and estate considerations.

They collaborate with internal experts and business partners to grow client relationships, generate new opportunities, and deliver a high-quality service experience in a performance-driven,

Qualifications

• Active and valid Series 7, 63, 65 (or 66) licenses.
• Insurance Life/Health/Variable licenses required or to be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent in financial services.
• 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 preferred.

Responsibilities

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance 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 internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Skills

New business development

Client book management

Team oriented

High-net-worth familiarity

Education

Bachelor’s degree (preferred)

Tools

Series 7/63/65 licenses

Life/Health/Variable insurance licenses

Job description

Citizens Wealth Advisors work in a branch-based environment to build tailored wealth plans for individuals and families. Through thorough discoveries, Advisors align short- and long-term goals with a comprehensive strategy that includes planning, investments, insurance, and estate considerations.

They collaborate with internal experts and business partners to grow client relationships, generate new opportunities, and deliver a high-quality service experience in a performance-driven,