Wealth Advisor: Tailored Planning & Growth

Citizens; Edison (NJ); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisory group seeks a dedicated advisor to grow a branch-based wealth practice, delivering personalized financial plans and investment strategies. You will work with internal partners to understand client goals and provide comprehensive solutions that align with risk tolerance and time horizons.

The role emphasizes collaborative client service, growth through relationships, and adherence to regulatory requirements. Competitive compensation and benefits apply.

Qualifications

• Active Series 7, 63, 65 (or 66) on file and valid.
• Insurance Life/Health/Variable licenses active or must be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Experience with new business development and client book management.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Enhance relationships with key partners to boost client referrals.
• Outreach to clients and prospects promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnerships and referrals.
• Tailor wealth planning to meet client needs and goals.
• Collaborate with internal specialists delivering planning, investments, insurance, and estate services.

Skills

Financial advisory experience

New business development

Client book management

Team-oriented

High-net-worth servicing

Education

Bachelor's degree preferred

Job description

Citizens Wealth Advisory group seeks a dedicated advisor to grow a branch-based wealth practice, delivering personalized financial plans and investment strategies. You will work with internal partners to understand client goals and provide comprehensive solutions that align with risk tolerance and time horizons.

The role emphasizes collaborative client service, growth through relationships, and adherence to regulatory requirements. Competitive compensation and benefits apply.