Wealth Management Professional

1 week ago


Plymouth Meeting, Pennsylvania, United States Citizens Full time
About the Role

As a Private Client Financial Advisor, you will play a critical role in helping individuals and families achieve their financial goals. You will work closely with clients to understand their unique needs and develop tailored financial plans, while also building and maintaining strong relationships with key partners and centers of influence.

Responsibilities include:

  • Developing high-quality wealth management practices that meet client needs.
  • Enhancing and preserving relationships with key partners to drive client introductions and engagement.
  • Promoting Citizens Wealth Management capabilities through proactive outreach and engagement.
  • Growing existing relationships through partnership referrals.
  • Tailoring wealth management planning to meet client objectives.
  • Collaborating with internal stakeholders and specialists to deliver comprehensive financial services.
Requirements

To succeed in this role, you will need:

  • Series 7, 63, 65 (or 66) licenses active and valid.
  • A valid Insurance Life/Health/Variable license is 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.
  • Familiarity with servicing high-net-worth individuals.
  • Ability to operate in a dynamic, entrepreneurial environment.
  • Bachelor's degree preferred.
Benefits

We offer a comprehensive benefits package, including:

  • Competitive pay
  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
Estimated Salary

$150,000 - $200,000 per year based on performance and productivity against commission plan parameters.



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