Wealth Advisor - Shelby Township, MI

Citizens Bank; Shelby Charter Township (MI); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Generous PTO

Job summary

Citizens Bank is seeking a Wealth Advisor to build and manage a personalized wealth management practice for clients at the branch level. You will work in a collaborative environment with a strong focus on client interests and professional growth for the team.

You will collaborate with partners and specialists to deliver comprehensive services from financial planning to estate planning, while actively generating new business and expanding your client base through referrals.

Qualifications

• Active Series 7, 63, 65 licenses required or must be obtained.
• Insurance Life/Health/Variable licenses active or obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven track record in new business development and client book management.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategy.
• Enhance relationships with key partners to boost client introductions and engagement.
• Proactive outreach to promote Citizens Wealth Management capabilities.
• Grow existing relationships through partnerships and referrals.
• Tailor wealth management planning to meet client needs.
• Utilize internal experts to deliver a range of services including planning, investments, insurance, and estate planning.

Skills

Series 7/63/65

Insurance licenses

Financial advisory

New business development

Team collaboration

High net worth servicing

Education

Bachelor’s degree preferred

Job description

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include:

• 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.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• 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.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F (Branch Hours)

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.