Wealth Advisor - Johnston, RI

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: SalesExperience: 2+ yearsEducation: high_schoolSkills: ["Client relationship management","New business development","Teamwork","Client outreach","Entrepreneurial mindset"]

Build and grow a branch-based wealth management practice by developing personalized wealth strategies for clients and prospects. Strengthen relationships with key partners to drive introductions, and proactively outreach to promote Citizens’ wealth management capabilities. Manage and grow existing client relationships through partnership referrals, tailoring plans to client needs using internal specialists across financial planning, investment management, insurance, and estate planning.

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Citizens Bank
Citizens Bank
1 month ago

Wealth Advisor - Johnston, RI

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Build and grow a branch-based wealth management practice by developing personalized wealth strategies for clients and prospects. Strengthen relationships with key partners to drive introductions, and proactively outreach to promote Citizens’ wealth management capabilities. Manage and grow existing client relationships through partnership referrals, tailoring plans to client needs using internal specialists across financial planning, investment management, insurance, and estate planning.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Proactively 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 using internal stakeholders and specialists.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsPaid LeaveLearning Budget

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
  • •Minimum of 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.
Experience:2+ yearsFinancial servicesConsumer bankingWealth managementHigh-net-worth
Education:High School
Skills:Client relationship managementNew business developmentTeamworkClient outreachEntrepreneurial mindset
Licenses:Insurance LifeInsurance HealthInsurance Variable
Certifications:Series 7Series 63Series 65Series 66

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website