Wealth Advisor: Growth through Client Strategy

Citizens Bank; Johnston (RI); Presencial; USD 105.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive medical coverage

Education reimbursement

Flexible work arrangements

Descripción de la vacante

Citizens Bank is seeking a Wealth Advisor to develop personalized wealth management strategies that meet client goals. The role emphasizes collaboration with partners and proactive outreach to enhance relationships.

Qualified candidates will have a solid track record in business development and a minimum of 2 years of experience in financial services, ideally with high-net-worth individuals. This commissioned role offers potential earnings between $105,000 and $250,000 per year.

Formación

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Track record in new business development.
• Experience in a team-oriented consumer bank setting.

Responsabilidades

• Develop a personalized wealth management strategy.
• Enhance relationships with key partners.
• Promote wealth management capabilities to clients.

Conocimientos

Business development

Client relationship management

Team collaboration

Financial planning

Investment management

Educación

Bachelor’s degree

Series 7, 63, 65 (or 66)

Descripción del empleo

Citizens Bank is seeking a Wealth Advisor to develop personalized wealth management strategies that meet client goals. The role emphasizes collaboration with partners and proactive outreach to enhance relationships.

Qualified candidates will have a solid track record in business development and a minimum of 2 years of experience in financial services, ideally with high-net-worth individuals. This commissioned role offers potential earnings between $105,000 and $250,000 per year.