Wealth Advisor - Wilmington, DE

Citizens Bank
Wilmington
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Client discovery","Relationship building","Client outreach","New business development","Client book management"]

Build and grow a branch-based wealth management practice by developing personalized wealth strategies for clients and prospects. Conduct thorough client discovery, proactively outreach, and strengthen relationships with key partners to increase introductions and referrals. Deliver a range of services—including financial planning, investment management, insurance, and estate planning—by leveraging internal stakeholders and specialists. Earn commission-based pay while working in a team-oriented environment focused on client interests and professional growth.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Wilmington, DE

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Build and grow a branch-based wealth management practice by developing personalized wealth strategies for clients and prospects. Conduct thorough client discovery, proactively outreach, and strengthen relationships with key partners to increase introductions and referrals. Deliver a range of services—including financial planning, investment management, insurance, and estate planning—by leveraging internal stakeholders and specialists. Earn commission-based pay while working in a team-oriented environment focused on client interests and professional growth.
Location: Wilmington
Workplace: Onsite
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with personalized strategies.
  • •Conduct thorough client and prospect outreach to promote Citizens Wealth Management.
  • •Enhance and preserve relationships with key partners to increase client introductions and engagement.
  • •Grow and tailor existing client relationships and wealth management planning to meet client needs.
  • •Utilize internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Pay and Benefits

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

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days.
  • •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 and comfort servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesConsumer bankingWealth managementClient book management
Education:High School
Skills:Client discoveryRelationship buildingClient outreachNew business developmentClient book management
Licenses:Insurance Life/Health/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