Wealth Advisor for High-Net-Worth Planning & Growth

Citizens Bank; Aliquippa (Beaver County); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank in Aliquippa seeks a Wealth Advisor to develop personalized wealth management strategies and enhance client relationships. Applicants should have extensive financial advisory experience and relevant licenses.

This role offers commissioned-based pay, with earnings based on performance reaching up to $250,000 annually. Competitive benefits include medical coverage, retirement plans, and more.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience in financial services.
• Track record in new business development and client management.
• Experience in a team-oriented consumer bank setting.

Responsibilities

• Develop a personalized wealth management strategy.
• Enhance relationships with key partners.
• Proactively reach out to clients to promote services.
• Grow relationships through partnership referrals.
• Deliver financial planning and investment management services.

Skills

Client book management

Business development

Team collaboration

High-net-worth servicing

Education

Bachelor's degree

Series 7, 63, 65 (or 66)

Insurance Life/Health/Variable license

Job description

Citizens Bank in Aliquippa seeks a Wealth Advisor to develop personalized wealth management strategies and enhance client relationships. Applicants should have extensive financial advisory experience and relevant licenses.

This role offers commissioned-based pay, with earnings based on performance reaching up to $250,000 annually. Competitive benefits include medical coverage, retirement plans, and more.