Wealth Advisor: Grow Client Relationships & Plans

Citizens Bank; Lewes (DE); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Comprehensive medical benefits

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank in Lewes, DE is seeking a Wealth Advisor to develop personalized wealth management strategies for clients. This branch-based role emphasizes collaboration and client interests while ensuring professional growth.

Qualifications include Series 7/63/65 licenses and a minimum of 2 years in a Financial Advisor role. The compensation is commission-based, with potential earnings between $105,000 and $250,000 per year based on performance.

Qualifications

• Series 7, 63, 65 (or 66) active and valid required.
• Minimum of 2 years in a Financial Advisor role or equivalent.
• Demonstrated track record in new business development.

Responsibilities

• Develop a high-quality wealth management practice.
• Enhance relationships with key partners to boost client engagement.
• Proactively reach out to clients and prospects.

Skills

New business development

Client book management

High-net-worth servicing

Team-oriented environment

Dynamic and entrepreneurial mindset

Education

Bachelor’s degree

Tools

Financial planning software

Job description

Citizens Bank in Lewes, DE is seeking a Wealth Advisor to develop personalized wealth management strategies for clients. This branch-based role emphasizes collaboration and client interests while ensuring professional growth.

Qualifications include Series 7/63/65 licenses and a minimum of 2 years in a Financial Advisor role. The compensation is commission-based, with potential earnings between $105,000 and $250,000 per year based on performance.