Wealth Advisor - Bloomfield/Montclair, NJ

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: bachelorsSkills: ["Relationship building","Client-centricity","Curiosity","Persistence","Team-oriented mindset"]

Build and grow a branch-based wealth management practice by partnering with internal specialists and external centers of influence. Conduct client discovery to craft tailored wealth management plans, and proactively reach out to prospects to drive introductions and deepen relationships. Manage and expand existing client books through partnership referrals while developing opportunities across financial planning, investment management, insurance, and estate planning in an entrepreneurial, team-oriented environment.

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Citizens Bank
Citizens Bank
1 day ago

Wealth Advisor - Bloomfield/Montclair, NJ

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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 partnering with internal specialists and external centers of influence. Conduct client discovery to craft tailored wealth management plans, and proactively reach out to prospects to drive introductions and deepen relationships. Manage and expand existing client books through partnership referrals while developing opportunities across financial planning, investment management, insurance, and estate planning in an entrepreneurial, team-oriented environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
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 promoting Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning to meet client needs using internal specialists across financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:MedicalDentalVisionRetirementMaternity LeavePaternity LeaveWellness StipendPaid Leave

Key Requirements

  • •Active and valid Series 7, 63, 65 (or 66) licenses.
  • •A valid, active Insurance Life/Health/Variable license is required or must be obtained 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 with familiarity serving high-net-worth individuals.
Experience:2+ yearsFinancial servicesConsumer bankingWealth management
Education:Bachelor's
Skills:Relationship buildingClient-centricityCuriosityPersistenceTeam-oriented mindset
Licenses:Insurance Life/Health/Variable license
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