Wealth Management Specialist

7 days ago


Paramus, New Jersey, United States Citizens Full time
About the Opportunity

Citizens is seeking an experienced Financial Advisor to join our team as a Private Client Financial Advisor. In this role, you will work closely with clients to understand their financial goals and create personalized financial plans to achieve them.

Key responsibilities will include:

  • Developing a high-quality wealth management practice
  • Enhancing relationships with business partners and centers of influence
  • Proactively engaging with clients and prospects to promote Citizens Wealth Management capabilities

To succeed in this role, you will need:

  • A valid Series 7, 63, and 65 (or 66) license
  • A valid insurance license or obtaining one within 60 days
  • A minimum of 2 years of experience in a Financial Advisor role or equivalent experience in financial services

The estimated annual salary for this position is between $105,000 and $250,000, based on performance and productivity. We offer a range of benefits, including education reimbursement, wellness programs, and comprehensive medical, dental, and vision coverage.



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