Wealth Advisor - Buffalo, NY

Citizens Financial Group • Amherst, NY

1d • Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain their financial goals. They conduct thorough discovery to understand clients’ short- and long-term goals and construct tailored financial plans. This is a branch-based advisory role 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

• Active and valid Series 7, 63, and 65 (or 66) licenses.
• Active and valid Insurance Life/Health/Variable 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 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 is 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 the knowledge of internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Benefits

• Competitive pay; commissioned-based compensation, with individuals in this role historically earning between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed