Wealth Advisor - Valley Stream, NY

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.

• 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)

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.