Wealth Advisor - Personal Wealth Planning & Growth

Citizens Bank; Nurmi Isles (FL); On-site; USD 105,000 - 250,000; Full time

Job summary

Citizens Bank Wealth Advisor in a branch-based role helps individuals and families achieve their financial goals through tailored wealth planning and collaborative service. The advisor collaborates with partners to uncover opportunities, grow client relationships, and deliver comprehensive planning, investment management, insurance and estate services within a high‑support team environment.

The position requires securities licenses, insurance credentials, and a background in building

Qualifications

• Series 7, 63, 65 active and valid.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent experience 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.
• Bachelor's degree 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 knowledge of internal stakeholders and specialists in delivering services (financial planning, investment management, insurance, estate planning).

Skills

Client relationship management

New business development

Team collaboration

High-net-worth client servicing

Education

Bachelor's degree

Job description

Citizens Bank Wealth Advisor in a branch-based role helps individuals and families achieve their financial goals through tailored wealth planning and collaborative service. The advisor collaborates with partners to uncover opportunities, grow client relationships, and deliver comprehensive planning, investment management, insurance and estate services within a high‑support team environment.

The position requires securities licenses, insurance credentials, and a background in building