Wealth Advisor: Personal Finance & Growth Partner

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

Benefits offered by this job

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Financial is seeking a Wealth Advisor to develop and manage a personalized wealth management practice within a branch. You will collaborate with partners to generate client introductions and ensure engagement across the client base.

The role emphasizes serving high-net-worth clients, coordinating with internal specialists, and delivering comprehensive services such as financial planning, investments, and estate planning.

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• Active Life/Health/Variable insurance licenses required or must be obtained within 60 days of starting.
• Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• 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

Series 63/65

Financial advisory

Team collaboration

High-net-worth familiarity

Bachelor's degree (preferred)

Education

Bachelor's degree (preferred)

Job description

Citizens Financial is seeking a Wealth Advisor to develop and manage a personalized wealth management practice within a branch. You will collaborate with partners to generate client introductions and ensure engagement across the client base.

The role emphasizes serving high-net-worth clients, coordinating with internal specialists, and delivering comprehensive services such as financial planning, investments, and estate planning.