Wealth Advisor - Newton Sq., PA

Citizens Financial Group•Newtown Square, PA

18h•Onsite

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 develops tailored financial plans. This is a branch-based role in a collaborative environment that emphasizes client interests and the personal and professional growth of team members. Wealth Advisors work with business partners and centers of influence to identify prospective opportunities.

Requirements

Active and valid Series 7, 63, and 65 (or 66) licenses.
An active, valid Life/Health/Variable Insurance license, or the ability to obtain it within 60 days of starting the role as a condition of employment.
At least 2 years of experience 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.
Comfort operating in a dynamic, entrepreneurial environment.

Nice To Haves

Familiarity with servicing high-net-worth individuals.
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 and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off exceeding mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States