Wealth Advisor: Flexible Schedule & High Earnings

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

Benefits offered by this job

Medical, dental and vision coverage

Education reimbursement

Paid time off

Job summary

Citizens Bank is seeking a Wealth Advisor in New York to build a high-quality wealth management practice, deliver personalized financial plans, and collaborate with partners to uncover opportunities. The role focuses on strong client service, proactive outreach, and growth through referrals.

The ideal candidate has Series licenses, a background in financial advising, and experience serving high-net-worth individuals within a branch banking environment.

Qualifications

• Active and valid Series 7/63/65 (or 66) licenses.
• Life/Health/Variable licenses required within 60 days of starting the role.
• Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Proven track record in new business development and client book management.
• Demonstrated experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.

Responsibilities

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance relationships with 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 like financial planning, investment management, insurance, and estate planning.

Skills

Series licenses 7/63/65 (or 66)

Life/Health/Variable licenses

Financial advisory experience

New business development

High-net-worth servicing

CRM software

Education

Bachelor's degree preferred

Tools

CRM software

Job description

Citizens Bank is seeking a Wealth Advisor in New York to build a high-quality wealth management practice, deliver personalized financial plans, and collaborate with partners to uncover opportunities. The role focuses on strong client service, proactive outreach, and growth through referrals.

The ideal candidate has Series licenses, a background in financial advising, and experience serving high-net-worth individuals within a branch banking environment.