Wealth Advisor - Lansdale, PA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship building","Client outreach","Client-focused planning","New business development","Teamwork"]

Build and grow a branch-based wealth management practice by developing personalized strategies for clients and prospects. Strengthen relationships with key partners to drive introductions and engagement, and proactively reach out to promote wealth management capabilities. Tailor planning to client needs using internal specialists across financial planning, investment management, insurance, and estate planning. This role supports both client outcomes and your professional growth.

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Citizens Bank
Citizens Bank
1 month ago

Wealth Advisor - Lansdale, PA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build and grow a branch-based wealth management practice by developing personalized strategies for clients and prospects. Strengthen relationships with key partners to drive introductions and engagement, and proactively reach out to promote wealth management capabilities. Tailor planning to client needs using internal specialists across financial planning, investment management, insurance, and estate planning. This role supports both client outcomes and your professional growth.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice and provide personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to increase client introductions and engagement.
  • •Conduct proactive client and prospect outreach to promote Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Deliver tailored wealth management planning using internal specialists across financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses, 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; familiarity with servicing high-net-worth individuals (bachelor’s degree preferred).
Experience:2+ yearsFinancial servicesConsumer banking
Education:High School
Skills:Relationship buildingClient outreachClient-focused planningNew business developmentTeamwork
Licenses:Insurance LifeInsurance HealthVariable Insurance
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