Based onsite in East Greenbush, New York, this Wealth Advisor role at Citizens combines client discovery with the creation of tailored financial plans within a branch-based, collaborative setting. You will partner with specialists to uncover opportunities that align with each client’s goals.
Responsibilities
- Develop a high quality wealth management practice delivering personalized strategies for clients.
- Strengthen and expand relationships with key partners to increase client introductions and engagement.
- Conduct proactive outreach to clients and prospects to showcase Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
- Tailor wealth management planning to meet individual client needs.
- Leverage the knowledge of internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning.
Requirements
- Active and valid Series 7, 63, and 65 (or 66) licenses.
- A valid, active Life/Health/Variable Insurance license is required or must be obtained within 60 days of starting the role as a condition of employment.
- Minimum two years of experience as a Financial Advisor or equivalent in financial services.
- A 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.
- Ability to operate effectively in a dynamic, entrepreneurial environment.
- Bachelor’s degree is preferred.
Benefits
- Competitive compensation
- Comprehensive medical, dental, and vision coverage
- Retirement benefits
- Maternity and paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy that exceeds mandatory local and state requirements
Description
Citizens employs a team of experienced advisors who assist individuals and families in reaching their financial goals. Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term objectives, then craft a tailored financial plan. The role is branch-based and thrives in a collaborative environment that prioritizes client interests and the personal and professional growth of the team.
Hours and Work Schedule
Hours per week: 40. Work schedule: Monday through Friday, aligned with branch hours.
Pay Transparency
Compensation is commission-based, with historically earned annual totals ranging from USD 105,000 to USD 250,000 depending on performance against the commission plan. For an overview of benefits, visit https://jobs.citizensbank.com/benefits.
Equal Employment Opportunity
Citizens and its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, or history or record of disability; ethnicity; gender; gender identity or expression; genetic information; marital or domestic partner status; family status or parenthood; and other protected characteristics as defined by law.
Why Work For Us
Citizens promotes a customer-centric culture focused on helping clients and supporting local communities. Joining the team means becoming part of a collaborative and supportive workforce, with access to training and tools to accelerate potential and advance career growth.
Background Check
Any offer of employment is contingent upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with regulatory requirements and job responsibilities, with additional information provided to candidates as applicable.
