Wealth Advisor: Grow a High-Impact Client Book

Citizens Bank; Whiting (NJ); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Job summary

Citizens Bank is seeking a Wealth Advisor in Whiting, New Jersey, to develop a personalized wealth management strategy. This role involves enhancing client relationships, proactive outreach, and collaboration with business partners. Applicants need a minimum of 2 years in a Financial Advisor role with active Series 7, 63, and 65 (or 66) licenses. Compensation is commission-based, with earnings historically ranging from $105,000 to $250,000 based on performance. Citizens Bank offers comprehensive benefits including medical, dental, retirement, and more.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated track record in new business development.
• Proven experience in a team-oriented consumer bank setting.

Responsibilities

• Develop a high-quality wealth management practice.
• Enhance relationships with key partners to boost client introductions.
• Proactively reach out to clients promoting Citizens Wealth Management.

Skills

Financial advising

New business development

Client book management

Team collaboration

Education

Bachelor’s degree

Tools

Series 7

Series 63

Series 65 or 66

Job description

Citizens Bank is seeking a Wealth Advisor in Whiting, New Jersey, to develop a personalized wealth management strategy. This role involves enhancing client relationships, proactive outreach, and collaboration with business partners. Applicants need a minimum of 2 years in a Financial Advisor role with active Series 7, 63, and 65 (or 66) licenses. Compensation is commission-based, with earnings historically ranging from $105,000 to $250,000 based on performance. Citizens Bank offers comprehensive benefits including medical, dental, retirement, and more.