Wealth Advisor - Growth, Partnerships & Personal Planning

Citizens Bank; New Haven (CT); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive medical, dental and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy that exceeds mandatory requirements

Job summary

Citizens Bank is looking for a Wealth Advisor in New Haven, Connecticut. This branch-based role emphasizes client interests and personal growth, focusing on developing tailored financial plans. Candidates should hold the necessary financial licenses and have at least 2 years of experience in financial services. Successful advisors can earn between $105,000 and $250,000 annually based on performance. Join a collaborative team committed to delivering exceptional wealth management services.

Qualifications

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

Responsibilities

• Develop a high-quality wealth management practice.
• Enhance and preserve relationships with key partners.
• Proactive client outreach promoting Citizens Wealth Management capabilities.

Skills

New business development

Client book management

Team-oriented mindset

High-net-worth client servicing

Education

Bachelor’s degree

Job description

Citizens Bank is looking for a Wealth Advisor in New Haven, Connecticut. This branch-based role emphasizes client interests and personal growth, focusing on developing tailored financial plans. Candidates should hold the necessary financial licenses and have at least 2 years of experience in financial services. Successful advisors can earn between $105,000 and $250,000 annually based on performance. Join a collaborative team committed to delivering exceptional wealth management services.