Wealth Advisor: Personal Financial Planning & Growth

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

Benefits offered by this job

Medical, dental & vision coverage

Competitive compensation

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisors work in a branch-based setting to help individuals and families achieve their financial goals. Through thorough discoveries and tailored plans, Advisors deliver comprehensive wealth management, including planning, investments and estate services.

Role requires building relationships with partners, expanding client referrals, and maintaining focus on client interests while supporting personal and professional growth within a collaborative team environment.

Qualifications

• Active Series 7/63/65 licenses.
• Valid insurance Life/Health/Variable licenses or must obtain within 60 days.
• Minimum of 2 years as a Financial Advisor or equivalent experience in financial services.
• Demonstrated track record in new business development and client book management.
• Familiarity with servicing high-net-worth individuals.

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

Client book management

High-net-worth client service

Team collaboration

Entrepreneurial adaptability

Education

Series 7, 63, 65 (or 66) licenses

Insurance Life/Health/Variable licenses (or within 60 days)

Bachelor’s degree preferred

Job description

Citizens Wealth Advisors work in a branch-based setting to help individuals and families achieve their financial goals. Through thorough discoveries and tailored plans, Advisors deliver comprehensive wealth management, including planning, investments and estate services.

Role requires building relationships with partners, expanding client referrals, and maintaining focus on client interests while supporting personal and professional growth within a collaborative team environment.