Wealth Advisor - Staten Island, NY

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: high_schoolSkills: ["Client-focused mindset","Relationship building","Proactive outreach","Team collaboration","New business development"]

Build and grow a branch-based wealth management practice by developing personalized strategies for clients and proactively reaching out to prospects. Strengthen relationships with key partners to drive introductions, grow existing client relationships through referrals, and tailor wealth planning with support from internal specialists. Operate in a team-oriented consumer banking environment while delivering services including financial planning, investment management, insurance, and estate planning.

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Citizens Bank
Citizens Bank
3 days ago

Wealth Advisor - Staten Island, NY

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by developing personalized strategies for clients and proactively reaching out to prospects. Strengthen relationships with key partners to drive introductions, grow existing client relationships through referrals, and tailor wealth planning with support from internal specialists. Operate in a team-oriented consumer banking environment while delivering services including financial planning, investment management, insurance, and estate planning.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with personalized wealth management strategies.
  • •Enhance and preserve relationships with key partners to increase 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 client needs, leveraging internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

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.
  • •Minimum 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, including comfort with a dynamic, entrepreneurial environment.
Experience:2+ yearsFinancial servicesWealth managementConsumer bankingHigh-net-worthNew business developmentClient book management
Education:High School
Skills:Client-focused mindsetRelationship buildingProactive outreachTeam collaborationNew business development
Licenses:Series 7Series 63Series 65Series 66Insurance LifeInsurance HealthInsurance Variable

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