Wealth Advisor - Slingerlands, NY
About The Position
Citizens Wealth Advisors help individuals and families attain their financial goals. This branch-based role conducts thorough discoveries to understand clients’ short- and long-term goals and constructs tailored financial plans. The advisor works in a collaborative environment that emphasizes client interests and the personal and professional growth of team members. Wealth Advisors work directly with business partners and centers of influence to identify prospective opportunities. They build personalized wealth management strategies and work with internal stakeholders and specialists to deliver services such as financial planning, investment management, insurance, and estate planning.
Requirements
- Active and valid Series 7, 63, and 65 (or 66) licenses.
- An active, valid Life/Health/Variable insurance license, or the ability to obtain one 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.
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 financial planning, investment management, insurance, and estate planning services.
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 exceeding mandatory paid sick or paid time-away policies 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
