Wealth Advisor - Twinsburg, Oh

Citizens Bank

Twinsburg, OH, US
Commissioned based; individuals in this role have ...
Client interests
Client introductions and engagement
Proactive client and prospect outreach
Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals

Job Summary

  • Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.
  • Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Matching Summary

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Salary

Commissioned based; Individuals in this role have historically earned between $105,000 and $250,000 per year; Benefits: comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Skills & Requirements

Must-have

  • client interests
  • client introductions and engagement
  • proactive client and prospect outreach
  • tailor wealth management planning

Nice-to-have

  • collaborative environment
  • personal and professional growth
  • dynamic entrepreneurial environment

Key Requirements

  • Series 7, 63, 65 (or 66) active and valid
  • Insurance Life/Health/Variable licenses required
  • Minimum 2 years in Financial Advisor role
  • Demonstrated track record in new business development
  • Proven experience in team-oriented consumer bank setting
  • Familiarity with servicing high-net-worth individuals

Work Rights

Not specified

Tailored Resume

Cover Letter