Wealth Advisor – Flexible Hours, Strong Earnings

Citizens Financial; United States; In loco; USD 105.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Descrizione del lavoro

Citizens Financial is seeking an experienced Wealth Advisor for our branch-based Wealth Management team. You will conduct thorough client discoveries, tailor comprehensive financial plans, and collaborate with partners to uncover opportunities.

You will grow relationships through referrals, deliver integrated services across planning, investments, insurance, and estate planning, and maintain a client-first, team-oriented approach in a dynamic bank setting.

Competenze

• Licensing and regulatory credentials required for financial advisory work.
• Educational credentials preferred for advancing in the role.
• Experience with client book management and new business development is expected.
• Familiarity with serving high-net-worth individuals in a branch banking environment.

Mansioni

• Develop a high-quality wealth management practice with personalized strategies.
• Enhance relationships with key partners to boost client introductions.
• Proactive client and prospect outreach promoting Wealth Management capabilities.
• Grow existing relationships through referrals and cross-selling.
• Tailor wealth management planning to meet client needs across financial planning, investments, insurance, and estate planning.

Formazione

Series 7, 63, 65 (or 66) active and valid

Active Life/Health/Variable Insurance licenses

Bachelor's degree preferred

2+ years financial advisor experience

Descrizione del lavoro

Citizens Financial is seeking an experienced Wealth Advisor for our branch-based Wealth Management team. You will conduct thorough client discoveries, tailor comprehensive financial plans, and collaborate with partners to uncover opportunities.

You will grow relationships through referrals, deliver integrated services across planning, investments, insurance, and estate planning, and maintain a client-first, team-oriented approach in a dynamic bank setting.