Wealth Advisor - Perth Amboy, NJ
Citizens•Perth Amboy, NJ
•$105,000 - $250,000•Onsite
About The Position
Citizens Wealth Advisors help individuals and families pursue their financial goals by learning about clients’ short- and long-term objectives and building tailored financial plans. This branch-based role operates in a collaborative environment that prioritizes 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 and deliver wealth management services.
Requirements
- Hold active and valid Series 7, 63, and 65 (or 66) licenses.
- Hold active and valid Insurance Life/Health/Variable licenses, or obtain them within 60 days of starting the role as a condition of employment.
- Have at least 2 years of experience in a Financial Advisor role or equivalent financial services experience.
- Demonstrate a track record in new business development and client book management.
- Have proven experience in a team-oriented consumer bank setting.
- Be familiar with servicing high-net-worth individuals.
- Be comfortable working 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 contact 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 that exceeds mandatory paid sick or paid time-away requirements in every local and state jurisdiction in the United States
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
