Wealth Advisor - Fort Lauderdale, FL

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: bachelorsSkills: ["Relationship building","Client discovery","Client engagement","Proactive outreach","Team collaboration","Entrepreneurial mindset"]

Build and grow a branch-based wealth management practice by discovering client goals, creating tailored financial plans, and delivering wealth and asset management services. Proactively generate client and prospect opportunities through outreach and partner referrals, while managing and enhancing key relationships. Use internal specialists to provide financial planning, investment management, insurance, and estate planning, contributing to both client outcomes and team growth.

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Citizens Bank
Citizens Bank
1 day ago

Wealth Advisor - Fort Lauderdale, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by discovering client goals, creating tailored financial plans, and delivering wealth and asset management services. Proactively generate client and prospect opportunities through outreach and partner referrals, while managing and enhancing key relationships. Use internal specialists to provide financial planning, investment management, insurance, and estate planning, contributing to both client outcomes and team growth.
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 drive client introductions and engagement.
  • •Proactively conduct outreach to clients and prospects to promote wealth management capabilities.
  • •Grow existing relationships through partnership referrals and client book management.
  • •Tailor wealth management planning to client needs using internal specialists (financial planning, investment management, insurance, estate planning).

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirementParental LeaveWellness StipendFlexible WorkPaid Leave

Key Requirements

  • •Series 7, 63, 65 (or 66) must be active and valid.
  • •Hold a valid, active Insurance Life/Health/Variable license or obtain it within 60 days of starting.
  • •Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
  • •Demonstrated track record in new business development and client book management.
  • •Proven ability to work in a team-oriented consumer bank setting and serve high-net-worth individuals; bachelor’s degree preferred.
Experience:2+ yearsFinancial servicesWealth managementBankingHigh-net-worthInsuranceEstate planning
Education:Bachelor's
Skills:Relationship buildingClient discoveryClient engagementProactive outreachTeam collaborationEntrepreneurial 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