Wealth Advisor - Greater Philadelphia, PA

Citizens Bank
Philadelphia
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Client relationship management","New business development","Client book management","Team collaboration","Client-focused advisory"]

Build and grow a branch-based wealth management practice by conducting client discoveries and developing tailored financial plans. Strengthen relationships with key business partners and centers of influence to drive client introductions and engagement. Proactively reach out to prospects, manage and grow an existing client book, and deliver a range of services including financial planning, investment management, insurance, and estate planning while collaborating in a team-oriented environment.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Greater Philadelphia, PA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by conducting client discoveries and developing tailored financial plans. Strengthen relationships with key business partners and centers of influence to drive client introductions and engagement. Proactively reach out to prospects, manage and grow an existing client book, and deliver a range of services including financial planning, investment management, insurance, and estate planning while collaborating in a team-oriented environment.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with a personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Proactively conduct client and prospect outreach promoting Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning to meet 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 Stipend

Key Requirements

  • •Series 7 and 63 and 65 (or 66) must be active and valid.
  • •Maintain valid, active Insurance Life/Health/Variable licenses or obtain within 60 days of starting.
  • •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; familiarity with servicing high-net-worth individuals.
Experience:2+ yearsFinancial services
Education:Bachelor's
Skills:Client relationship managementNew business developmentClient book managementTeam collaborationClient-focused advisory
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