Wealth Advisor - Newton Sq., PA

Citizens•Newtown Township, PA

1d•$105,000 - $250,000•Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain financial goals by conducting thorough discovery to understand short- and long-term objectives and creating tailored financial plans. This branch-based role operates in a collaborative environment focused on 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 valid, active 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 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 conduct client and prospect outreach 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
Medical coverage
Dental coverage
Vision coverage
Retirement benefits
Maternity leave
Paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off exceeding the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States