Wealth Advisor — High-Net-Worth Growth & Client Strategy

Citizens; Town of Clifton Park (NY); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Wealth Advisor is a branch-based role within Citizens Bank, designed for collaboration and a client-first approach. You will build a tailored wealth management program by conducting thorough client discoveries and working with a team of specialists to deliver financial planning, investments, insurance and estate planning.

The role emphasizes growth through partnerships and referrals, with a focus on high-net-worth clients and long-term relationship building.

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Bachelor's degree is preferred.

Responsibilities

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

Skills

New business development

Relationship management

Team collaboration

High-net-worth servicing

Education

Series 7, 63, 65 licenses

Insurance Life/Health/Variable licenses

Bachelor's degree preferred

Tools

CRM systems

Job description

Citizens Wealth Advisor is a branch-based role within Citizens Bank, designed for collaboration and a client-first approach. You will build a tailored wealth management program by conducting thorough client discoveries and working with a team of specialists to deliver financial planning, investments, insurance and estate planning.

The role emphasizes growth through partnerships and referrals, with a focus on high-net-worth clients and long-term relationship building.