Wealth Management Advisor
3 weeks ago
Citizens Private Bank is seeking a Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for providing planning and solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
Responsibilities:- Manage the Senior Banker's book of business
- Grow the deposit, wallet share, and lending business on behalf of the Senior Banker
- Onboard new client relationships, new account applications, and Patriot Act
- Work with the Senior Banker and specialized team members to resolve daily client needs
- Provide resources to Senior Bankers for the sales process, development of pitch books, performance books, and other client and prospect needs
- Support correspondence with clients on behalf of the Senior Banker, logs client activity, pipeline activity, and sales reporting
- Track various follow-up items and ad hoc projects
- 7+ years of private wealth experience providing planning/solutions and advice to HNW and UHNW clients
- Bachelor degree in a relevant field required
- CFP certified or 65 at the onset of employee, OR agreement to sit for the 65 exam within the first 120 days of employment
- Hours per Week: 40
- Work Schedule: varies
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where all colleagues feel valued and supported.
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