Wealth Advisor - New Haven - CT

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

Develop and grow a personalized wealth management practice by uncovering clients’ short- and long-term goals and tailoring financial plans to their needs. Proactively outreach to clients and prospects, build and enhance partner relationships to drive introductions, and grow existing relationships through referrals. Coordinate with internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning for individuals and families.

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Citizens Bank
Citizens Bank
1 month ago

Wealth Advisor - New Haven - CT

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Develop and grow a personalized wealth management practice by uncovering clients’ short- and long-term goals and tailoring financial plans to their needs. Proactively outreach to clients and prospects, build and enhance partner relationships to drive introductions, and grow existing relationships through referrals. Coordinate with internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning for individuals and families.
Location: Connecticut, 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 with a personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to increase client introductions and engagement.
  • •Proactively conduct client and prospect outreach to promote wealth management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning and coordinate with internal stakeholders for services including financial planning, investment management, insurance, and estate planning.

Pay and Benefits

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

Key Requirements

  • •Maintain active and valid Series 7, 63, 65 (or 66).
  • •Hold a valid, active Insurance Life/Health/Variable license or obtain within 60 days of starting.
  • •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.
  • •Experience in a team-oriented consumer bank setting and familiarity servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesWealth managementHigh-net-worthConsumer banking
Education:High School
Skills:Client relationship managementNew business developmentClient book managementProactive outreachTeam collaboration
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