Wealth Advisor - Brick/Lakewood, NJ
About The Position
Citizens Wealth Advisors help individuals and families attain their financial goals. The Wealth Advisor conducts thorough discovery to understand clients’ short- and long-term goals and constructs tailored financial plans to meet them. This is a branch-based position in a collaborative environment that emphasizes client interests and the personal and professional growth of team members. The advisor works directly with business partners and centers of influence to uncover and identify prospective opportunities. The role includes developing a personalized wealth management practice, strengthening partner relationships, conducting proactive outreach, growing existing relationships through referrals, and drawing on internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning services.
Requirements
- Active and valid Series 7, 63, and 65 (or 66) licenses.
- Active, valid Life/Health/Variable insurance licenses, or the ability to 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 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.
- Comfort operating in a dynamic, entrepreneurial environment.
Nice To Haves
- Bachelor’s degree.
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
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity leave
- Paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
