Wealth Advisor: High-Net-Worth Planning & Growth

Citizens; West Lebanon (NH); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Wealth Advisors in the United States seeks a seasoned Wealth Advisor to build and manage client relationships by delivering tailored financial plans and comprehensive wealth management services. This role emphasizes collaborative client service and a strong advisory mindset in a branch-based environment.

You will work with business partners to identify opportunities, expand the client base, and provide planning across investments, insurance, and estate planning while maintaining a

Qualifications

• Active Series 7, 63, 65 licenses (or 66)
• Valid Life/Health/Variable insurance licenses required or to be obtained within 60 days
• Minimum 2 years in a Financial Advisor role or equivalent
• Proven 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 strategies
• Strengthen and expand relationships with key partners to boost referrals
• Proactively outreach to clients and prospects highlighting Citizens Wealth Management capabilities
• Grow relationships through partnerships and introductions
• Tailor wealth planning to meet client needs
• Leverage internal specialists to deliver financial planning, investment management, insurance, and estate planning

Skills

Series 7

Series 63

Series 65

Insurance licenses

Financial advisory

New business development

Team collaboration

High-net-worth servicing

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Citizens Wealth Advisors in the United States seeks a seasoned Wealth Advisor to build and manage client relationships by delivering tailored financial plans and comprehensive wealth management services. This role emphasizes collaborative client service and a strong advisory mindset in a branch-based environment.

You will work with business partners to identify opportunities, expand the client base, and provide planning across investments, insurance, and estate planning while maintaining a