Wealth Advisor: Personal Wealth Growth & Partnerships

Citizens Bank; Slingerlands (NY); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Bank in New York is seeking a Wealth Advisor to conduct thorough client discoveries and tailor financial plans that meet short- and long-term goals. This branch-based role emphasizes collaboration and client-first service, with growth opportunities across partners and specialists.

The position requires active Series 7, 63, 65 (or 66) licenses; insurance licenses or eligibility; and 2+ years as a Financial Advisor in a bank context.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Insurance Life/Health/Variable licenses required or to be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent in financial services.
• Demonstrated 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.

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 services like financial planning, investment management, insurance, and estate planning.

Skills

Series 7/63/65

High-net-worth servicing

New business development

Team collaboration

Education

Bachelor’s degree preferred

Job description

Citizens Bank in New York is seeking a Wealth Advisor to conduct thorough client discoveries and tailor financial plans that meet short- and long-term goals. This branch-based role emphasizes collaboration and client-first service, with growth opportunities across partners and specialists.

The position requires active Series 7, 63, 65 (or 66) licenses; insurance licenses or eligibility; and 2+ years as a Financial Advisor in a bank context.