Wealth Advisor - Cumberland, RI

Citizens•Cumberland, RI

5d•$105,000 - $250,000•Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain their financial goals by conducting thorough discovery to understand clients’ short- and long-term goals and constructing tailored financial plans. This branch-based role operates in a collaborative environment that prioritizes clients’ 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.

Requirements

Hold active and valid Series 7, 63, and 65 (or 66) licenses.
Hold active and valid Insurance Life/Health/Variable licenses, or obtain them within 60 days of starting the role as a condition of employment.
Have a minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
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 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.
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
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 U.S. local and state jurisdiction