Wealth Advisor: High-Net-Worth Planning & Growth

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

Job summary

Citizens Wealth Advisors are branch-based professionals who build tailored financial plans and deep client relationships within a collaborative, growth‑oriented environment. Advisors work with partners to uncover opportunities while delivering comprehensive wealth management services including planning, investments, insurance and estate planning.

The role emphasizes client interests and personal growth within a dynamic bank setting, with a structured M-F schedule and a strong emphasis on

Qualifications

• Active Series 7/63/65 licenses required (or eligibility)
• Active Life/Health/Variable license required or must be obtained within 60 days of starting
• 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 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

Series 7/63/65 licenses

Education

Bachelor’s degree (preferred)

Job description

Citizens Wealth Advisors are branch-based professionals who build tailored financial plans and deep client relationships within a collaborative, growth‑oriented environment. Advisors work with partners to uncover opportunities while delivering comprehensive wealth management services including planning, investments, insurance and estate planning.

The role emphasizes client interests and personal growth within a dynamic bank setting, with a structured M-F schedule and a strong emphasis on