Wealth Advisor - Valley Stream, NY

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Client relationship management","New business development","Client book management","Proactive outreach","Team collaboration"]

Serve as a branch-based Wealth Advisor, building a high-quality wealth management practice through personalized planning and proactive prospecting. Strengthen relationships with key partners to drive client introductions, and grow existing relationships via referrals. Partner with internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning while operating in a collaborative, team-oriented environment.

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Citizens Bank
Citizens Bank
3 days ago

Wealth Advisor - Valley Stream, NY

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

Job Summary

Serve as a branch-based Wealth Advisor, building a high-quality wealth management practice through personalized planning and proactive prospecting. Strengthen relationships with key partners to drive client introductions, and grow existing relationships via referrals. Partner with internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning while operating in a collaborative, team-oriented environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

  • •Develop and execute a personalized wealth management strategy for clients.
  • •Build a high-quality wealth management practice to meet client goals.
  • •Enhance relationships with key partners to boost client introductions and engagement.
  • •Conduct proactive client and prospect outreach to promote Citizens Wealth Management capabilities.
  • •Utilize internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning services.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning Budget

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Active Insurance Life/Health/Variable licenses required, or must be obtained within 60 days of starting.
  • •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, including familiarity with servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesConsumer bankingWealth managementHigh-net-worthPersonal financial planning
Education:High School
Skills:Client relationship managementNew business developmentClient book managementProactive outreachTeam collaboration
Licenses:Insurance LifeInsurance HealthVariable licenses
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