Wealth Advisor - Cumberland, RI

Citizens Financial Group • Cumberland, RI

4d • Onsite

About The Position

Citizens employs experienced advisors who 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. 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.
• 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 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 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.
• Conduct proactive outreach 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
• Comprehensive medical coverage
• Dental coverage
• Vision coverage
• Retirement benefits
• Maternity and paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction

What This Job Offers

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