Wealth Advisor — Growth, Client Impact, Flexible Hours

Citizens Wealth Management Group; Wilmington (DE); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisor roles work within branches to build comprehensive wealth plans and foster client relationships. Advisors collaborate with partners to uncover opportunities and deliver tailored financial strategies while focusing on personal and professional growth.

The position emphasizes a client-centric approach, team collaboration, and responsibility for proactive outreach, with compensation strongly tied to performance under a defined commission plan.

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• Active Insurance Life/Health/Variable licenses required or obtained within 60 days of start.
• Minimum of 2 years in a Financial Advisor role or equivalent.
• Track record in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategy.
• Enhance relationships with key partners to boost client introductions and engagement.
• Proactive client and prospect outreach promoting Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to client needs.
• Leverage internal specialists to deliver services like financial planning, investments, insurance, and estate planning.

Skills

Series 7

Series 63

Series 65

Series 66

Education

Bachelor’s degree (preferred)

Job description

Citizens Wealth Advisor roles work within branches to build comprehensive wealth plans and foster client relationships. Advisors collaborate with partners to uncover opportunities and deliver tailored financial strategies while focusing on personal and professional growth.

The position emphasizes a client-centric approach, team collaboration, and responsibility for proactive outreach, with compensation strongly tied to performance under a defined commission plan.