Wealth Management Specialist

5 days ago


Toledo, Ohio, United States Citizens Full time
About the Role

Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We are seeking a talented Wealth Management Specialist to join our team and contribute to this mission.

The successful candidate will have a minimum of 2 years in a Financial Advisor role or equivalent experience in financial services, along with Series 7, 63, 65 (or 66) active and valid licenses.

Key Responsibilities
  • Tailor wealth management planning to meet client needs.
  • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

This role offers a competitive salary of $105,000-$250,000 based on performance and productivity against commission plan parameters.



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