Citizens Bank

3 months ago

Wealth Advisor - University Heights, OH

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Develop and manage a personalized wealth management practice in a branch setting, partnering with business partners to uncover opportunities and grow a client book. You’ll conduct thorough discoveries, tailor financial plans across planning, investment, insurance, and estate services, and collaborate with internal specialists to deliver comprehensive wealth solutions for high-net-worth individuals.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

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

Pay and Benefits

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

Key Requirements

•Series 7, 63, 65 (or 66) active and valid.
•A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
•A 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.

Experience:2+ yearsWealth management

Education:High School

Skills:Relationship-buildingCommunicationTeamworkSales

Certifications:Series 7Series 63Series 65Life/Health/Variable licenses

Languages:English

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

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Citizens Bank

3 months ago

Wealth Advisor - University Heights, OH

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

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

Pay and Benefits

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

Key Requirements

•Series 7, 63, 65 (or 66) active and valid.
•A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
•A 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.

Experience:2+ yearsWealth management

Education:High School

Skills:Relationship-buildingCommunicationTeamworkSales

Certifications:Series 7Series 63Series 65Life/Health/Variable licenses

Languages:English

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