Wealth Advisor - West Lebanon, NH

Citizens•Lebanon, NH

1d•$105,000 - $250,000•Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain their financial goals by conducting thorough discovery to understand clients’ short- and long-term objectives and developing tailored financial plans. This is a branch-based advisor role that works in a collaborative environment emphasizing clients’ interests and the personal and professional growth of team members. Advisors work with business partners and centers of influence to identify prospective opportunities and deliver wealth management services.

Requirements

Active and valid Series 7, 63, and 65 (or 66) licenses.
Active and valid Life/Health/Variable insurance licenses, or obtain them within 60 days of starting the role as a condition of employment.
At least 2 years in a Financial Advisor role or equivalent financial services experience.
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.
Comfort operating in a dynamic, entrepreneurial environment.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Develop a high-quality wealth management practice that provides personalized wealth management strategies.
Enhance and preserve relationships with key partners to increase client introductions and engagement.
Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Use internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Benefits

Competitive pay
Medical coverage
Dental coverage
Vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction