Wealth Advisor: Growth, Planning & High-Net-Worth

Citizens Bank; Herbertsville (NJ); In loco; USD 105.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay and benefits

Medical, dental, and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy

Descrizione del lavoro

Citizens Bank in the United States is seeking a Wealth Advisor to develop a high-quality wealth management practice. You will conduct discoveries to understand clients' short- and long-term goals and craft personalized financial plans that align with their objectives.

You will expand relationships through partnerships, proactively reach out to clients and prospects, and collaborate with internal specialists to deliver services spanning financial planning, investment management, insurance, and

Competenze

• Active Series 7/63/65 licenses required or must be obtained within 60 days of start.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
• Bachelor’s degree is preferred.

Mansioni

• 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 knowledge of internal stakeholders and specialists in delivering services, including financial planning, investment management, insurance, and estate planning.

Conoscenze

Relationship management

Prospecting

Financial planning

Team collaboration

Formazione

Series 7, 63, 65 licenses

Insurance Life/Health/Variable licenses

Bachelor’s degree preferred

Descrizione del lavoro

Citizens Bank in the United States is seeking a Wealth Advisor to develop a high-quality wealth management practice. You will conduct discoveries to understand clients' short- and long-term goals and craft personalized financial plans that align with their objectives.

You will expand relationships through partnerships, proactively reach out to clients and prospects, and collaborate with internal specialists to deliver services spanning financial planning, investment management, insurance, and