Wealth Advisor | Growth, Planning & Partnerships

Citizens Bank; Shelby Charter Township (MI); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Generous PTO

Job summary

Citizens Bank is seeking a Wealth Advisor to build and manage a personalized wealth management practice for clients at the branch level. You will work in a collaborative environment with a strong focus on client interests and professional growth for the team.

You will collaborate with partners and specialists to deliver comprehensive services from financial planning to estate planning, while actively generating new business and expanding your client base through referrals.

Qualifications

• Active Series 7, 63, 65 licenses required or must be obtained.
• Insurance Life/Health/Variable licenses active or obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven track record in new business development and client book management.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategy.
• Enhance relationships with key partners to boost client introductions and engagement.
• Proactive outreach to promote Citizens Wealth Management capabilities.
• Grow existing relationships through partnerships and referrals.
• Tailor wealth management planning to meet client needs.
• Utilize internal experts to deliver a range of services including planning, investments, insurance, and estate planning.

Skills

Series 7/63/65

Insurance licenses

Financial advisory

New business development

Team collaboration

High net worth servicing

Education

Bachelor’s degree preferred

Job description

Citizens Bank is seeking a Wealth Advisor to build and manage a personalized wealth management practice for clients at the branch level. You will work in a collaborative environment with a strong focus on client interests and professional growth for the team.

You will collaborate with partners and specialists to deliver comprehensive services from financial planning to estate planning, while actively generating new business and expanding your client base through referrals.