Wealth Advisor - Newton Sq., PA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship building","Curiosity","Customer-centricity","Persistence","Motivation"]

Build and grow a branch-based wealth management practice by developing personalized wealth strategies, conducting client and prospect outreach, and strengthening partner relationships to drive introductions. Use internal specialists to deliver financial planning, investment management, insurance, and estate planning services. Manage and grow an existing client book, operate in a collaborative environment, and tailor wealth planning to client goals while meeting onboarding licensing and advisory requirements.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Newton Sq., PA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by developing personalized wealth strategies, conducting client and prospect outreach, and strengthening partner relationships to drive introductions. Use internal specialists to deliver financial planning, investment management, insurance, and estate planning services. Manage and grow an existing client book, operate in a collaborative environment, and tailor wealth planning to client goals while meeting onboarding licensing and advisory requirements.
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 strategies.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Perform proactive client and prospect outreach to promote wealth management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning to client needs using internal stakeholders and specialists for services such as financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Medical CoverageDentalVisionRetirement BenefitsParental LeaveFlexible WorkLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •Series 7, 63, and 65 (or 66) must be active and valid.
  • •Maintain 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 experience in a team-oriented consumer bank setting and familiarity servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesConsumer banking
Education:High School
Skills:Relationship buildingCuriosityCustomer-centricityPersistenceMotivation
Licenses:Insurance Life/Health/Variable
Certifications:Series 7Series 63Series 65Series 66
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