Wealth Advisor - Clifton Park, NY

Citizens Bank • Town of Clifton Park, NY

2d • $105,000 - $250,000 • Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain their financial goals. The Wealth Advisor conducts thorough discoveries 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 clients’ 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 Insurance Life/Health/Variable licenses, or obtain them within 60 days of starting 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.

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 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 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 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