Wealth Advisor: Personal Wealth Planning & Growth

Citizens; Beaver Falls (Beaver County); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Wealth Advisors in the United States seeks a results-driven Wealth Advisor to build a personalized financial plan for clients, collaborating with partners to uncover opportunities and grow the book.

You will conduct thorough discoveries, tailor strategies across planning, investments, insurance and estate planning, and mentor team members while upholding client-first principles in a branch-based, collaborative environment.

Qualifications

• Series 7, 63, 65 active and valid.
• Insurance licenses required or must be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Comfortable operating in a dynamic, entrepreneurial environment.
• 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

Client relationship

New business development

Team collaboration

Entrepreneurial mindset

Education

Series 7, 63, 65 licenses

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

Bachelor’s degree (preferred)

Job description

Citizens Wealth Advisors in the United States seeks a results-driven Wealth Advisor to build a personalized financial plan for clients, collaborating with partners to uncover opportunities and grow the book.

You will conduct thorough discoveries, tailor strategies across planning, investments, insurance and estate planning, and mentor team members while upholding client-first principles in a branch-based, collaborative environment.