Wealth Advisor — Flexible Hours, Growth & Client Impact

Citizens Financial; United States; Vor Ort; USD 105.000 - 250.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Medical, dental, and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Zusammenfassung

Citizens Financial is seeking a Wealth Advisor to join our branch-based team. You will conduct thorough discoveries to understand clients' short- and long-term goals and tailor comprehensive wealth plans that meet their needs, including financial planning, investment management, insurance, and estate planning.

In this role you will collaborate with partners and centers of influence to generate new opportunities, grow your client book, and deliver personalized guidance in a dynamic consumer

Qualifikationen

• Active Series 7, 63, 65 licenses or equivalent.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated track record in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Bachelor's degree is preferred.

Aufgaben

• Develop a high-quality wealth management practice providing personalized strategies.
• Enhance and preserve relationships with key partners to boost client 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 experts to deliver services including financial planning, investment management, insurance, and estate planning.

Kenntnisse

New business development

Client book management

Team collaboration

Financial planning knowledge

Ausbildung

Series 7, 63, 65 (or 66) licenses

Insurance licenses (Life/Health/Variable)

Bachelor's degree preferred

Jobbeschreibung

Citizens Financial is seeking a Wealth Advisor to join our branch-based team. You will conduct thorough discoveries to understand clients' short- and long-term goals and tailor comprehensive wealth plans that meet their needs, including financial planning, investment management, insurance, and estate planning.

In this role you will collaborate with partners and centers of influence to generate new opportunities, grow your client book, and deliver personalized guidance in a dynamic consumer