Wealth Advisor — Growth, Flexible Hours, Commission-Based

Citizens Bank; Lebanon (NH); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Wealth Advisor in a branch-based setting in the United States. You will conduct discoveries to understand client goals and craft tailored financial plans, collaborating with partners to uncover opportunities and grow the book of business.

The role emphasizes client interests, teamwork, and professional growth, with opportunities across financial planning, investment management, insurance, and estate planning.

Qualifications

• Active securities licenses (Series 7, 63, 65 or 66) required.
• Life/Health/Variable insurance licenses required or obtained within 60 days.
• Minimum 2 years as Financial Advisor or in financial services.
• Proven 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.
• Bachelor's degree preferred.

Responsibilities

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance and preserve relationships with key partners to boost client introductions and engagement.
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Education

Series 7, 63, 65 (or 66) active and valid

Insurance Life/Health/Variable licenses required or obtained within 60 days

Bachelor's degree preferred

Job description

Citizens Bank is seeking a Wealth Advisor in a branch-based setting in the United States. You will conduct discoveries to understand client goals and craft tailored financial plans, collaborating with partners to uncover opportunities and grow the book of business.

The role emphasizes client interests, teamwork, and professional growth, with opportunities across financial planning, investment management, insurance, and estate planning.