Wealth Advisor - Syracuse, NY

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Client-focused","Relationship building","Proactive outreach","Team-oriented","Entrepreneurial mindset"]

Build and grow a branch-based wealth management practice by conducting client discoveries and creating tailored financial plans. Proactively develop prospects and strengthen relationships with key partners to drive client introductions and engagement. Coordinate with internal specialists to deliver services spanning financial planning, investment management, insurance, and estate planning. You’ll operate in a collaborative, team-oriented environment while managing client book growth and new business development.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Syracuse, NY

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by conducting client discoveries and creating tailored financial plans. Proactively develop prospects and strengthen relationships with key partners to drive client introductions and engagement. Coordinate with internal specialists to deliver services spanning financial planning, investment management, insurance, and estate planning. You’ll operate in a collaborative, team-oriented environment while managing client book growth and new business development.
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 strategies.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Conduct proactive outreach to clients and prospects promoting Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals and tailored wealth management planning.
  • •Use knowledge of 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 BenefitsMaternity LeavePaternity LeaveWellness StipendPaid Leave

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses required or must be obtained within 60 days.
  • •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 banking
Education:High School
Skills:Client-focusedRelationship buildingProactive outreachTeam-orientedEntrepreneurial mindset
Licenses:Insurance Life/Health/Variable
Certifications:Series 7Series 63Series 65Series 66Insurance LifeInsurance HealthInsurance Variable

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