Wealth Advisor: Growth–Focused, High-Net-Worth Solutions

Citizens; New York (NY); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Wealth Advisor role in New York is a branch-based advisory position focused on helping clients achieve short- and long-term financial goals. The role emphasizes collaboration, client interests, and personal and professional growth within a team setting.

You will work with partners and specialists to uncover opportunities and tailor wealth management planning, including financial planning, investments, insurance, and estate planning, to meet client needs.

Qualifications

• Active Series 7, 63, 65 licenses
• Insurance Life/Health/Variable licenses required or to be obtained within 60 days
• Minimum 2 years as Financial Advisor or equivalent
• Proven new business development and client book management
• Team-oriented consumer bank experience
• Familiarity with servicing high-net-worth individuals
• Bachelor’s degree preferred

Responsibilities

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance 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 internal stakeholders to deliver services including financial planning, investment management, insurance, and estate planning.

Skills

New business development

Client book management

High-net-worth servicing

Entrepreneurial mindset

Team collaboration

Education

Series 7, 63, 65 active

Insurance Life/Health/Variable licenses

Bachelor’s degree preferred

2+ years Financial Advisor experience

Job description

Citizens Wealth Advisor role in New York is a branch-based advisory position focused on helping clients achieve short- and long-term financial goals. The role emphasizes collaboration, client interests, and personal and professional growth within a team setting.

You will work with partners and specialists to uncover opportunities and tailor wealth management planning, including financial planning, investments, insurance, and estate planning, to meet client needs.