Wealth Advisor — High-Net-Worth Growth & Partnerships

Citizens Financial; United States; On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Financial is seeking a Wealth Advisor to join our branch-based team. You will conduct thorough client discoveries, tailor financial plans, and coordinate with specialists to deliver comprehensive wealth management services.

In a collaborative environment, you will grow your book of business through proactive outreach, strong partner relationships, and a commitment to client interests. The role offers a generous commissions-based pay structure and extensive benefits.

Qualifications

• Active Series 7/63/65 or 66 licenses.
• Active Life/Health/Variable Insurance license or must obtain within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven track record in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Bachelor's degree preferred.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategy.
• Enhance and preserve relationships with key partners to boost client engagement.
• Proactive client and prospect outreach promoting wealth management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize internal stakeholders and specialists to deliver services.

Skills

Client relationship management

New business development

Team collaboration

Education

Bachelor's degree preferred

Tools

Series 7

Series 63

Series 65 (or 66)

Life/Health/Variable Insurance license

Job description

Citizens Financial is seeking a Wealth Advisor to join our branch-based team. You will conduct thorough client discoveries, tailor financial plans, and coordinate with specialists to deliver comprehensive wealth management services.

In a collaborative environment, you will grow your book of business through proactive outreach, strong partner relationships, and a commitment to client interests. The role offers a generous commissions-based pay structure and extensive benefits.