Wealth Advisor: Growth, Flexibility & High Earnings

Citizens Financial; United States; On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental, vision

Retirement benefits

Education reimbursement

Flexible work arrangements

Paid time off

Job summary

Citizens Financial's Wealth Advisor role is a branch-based position that builds personalized wealth management plans for clients. You will collaborate with partners to identify opportunities and grow the client book while upholding client-first principles.

The role requires active licenses (Series 7/63/65 or 66) and life/health/variable insurance; at least 2 years in a financial advisory capacity, and a bachelor's degree preferred. 40-hour work weeks with branch hours and performance-based pay.

Qualifications

• Active securities licenses (Series 7, 63, 65 or 66) required or must be obtained within 60 days.
• Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Proven track record in new business development and client book management.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Enhance relationships with key partners to boost client introductions.
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Deliver services including financial planning, investment management, insurance, and estate planning.

Skills

Client relationship development

New business development

Team collaboration

Financial planning concepts

Education

Series 7, 63, 65 licenses

Insurance Life/Health/Variable license (or must obtain within 60 days)

Bachelor's degree preferred

Job description

Citizens Financial's Wealth Advisor role is a branch-based position that builds personalized wealth management plans for clients. You will collaborate with partners to identify opportunities and grow the client book while upholding client-first principles.

The role requires active licenses (Series 7/63/65 or 66) and life/health/variable insurance; at least 2 years in a financial advisory capacity, and a bachelor's degree preferred. 40-hour work weeks with branch hours and performance-based pay.