Wealth Advisor: Grow a High-Impact Client Book

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

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Wealth Advisor in Lansdale, Montgomery County. The role requires building a personalized wealth management strategy and developing strong relationships with clients and business partners. Candidates should have a minimum of 2 years of relevant experience, active Series 7 and 63 (or 66) licenses, and a preference for a Bachelor's degree. The earning potential ranges from $105,000 to $250,000 annually based on performance, alongside comprehensive benefits including medical coverage and flexible work arrangements.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Series 7, 63, 65 (or 66) active and valid licenses required.
• Valid Insurance Life/Health/Variable licenses must be obtained within 60 days.

Responsibilities

• Develop a high-quality wealth management practice.
• Enhance relationships with key partners for client introductions.
• Proactive outreach promoting Citizens Wealth Management capabilities.

Skills

Business development

Client management

Wealth management strategies

Education

Bachelor's degree

Tools

Financial planning software

Job description

Citizens Bank is seeking a Wealth Advisor in Lansdale, Montgomery County. The role requires building a personalized wealth management strategy and developing strong relationships with clients and business partners. Candidates should have a minimum of 2 years of relevant experience, active Series 7 and 63 (or 66) licenses, and a preference for a Bachelor's degree. The earning potential ranges from $105,000 to $250,000 annually based on performance, alongside comprehensive benefits including medical coverage and flexible work arrangements.