Wealth Advisor: Growth through Client Strategy

Citizens Bank; Johnston (RI); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Education reimbursement

Flexible work arrangements

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Business development

Client relationship management

Team collaboration

Financial planning

Investment management

Education

Bachelor’s degree

Series 7, 63, 65 (or 66)

Job description

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.