Wealth Advisor - Elizabeth, Nj

Citizens Bank

Elizabeth, NJ, US
Base: $105,000 - $250,000; bonus/equity: not speci...
Client relationship management
Wealth management strategy
Financial planning expertise
Citizens employs experienced advisors to help clients achieve financial goals

Job Summary

  • Citizens employs experienced advisors to help clients achieve financial goals.
  • Wealth Advisors conduct thorough discoveries to create tailored financial plans.
  • The role emphasizes collaboration and personal growth within the team.

Matching Summary

Citizens employs experienced advisors to help clients achieve financial goals.

Salary

Base: $105,000 - $250,000; Bonus/Equity: Not specified; Benefits: Comprehensive medical, dental and vision coverage

Skills & Requirements

Must-have

  • Client relationship management
  • Wealth management strategy
  • Financial planning expertise

Nice-to-have

  • Team-oriented environment
  • Dynamic work culture
  • High-net-worth client servicing

Key Requirements

  • Series 7, 63, 65 (or 66) licenses
  • Minimum 2 years in Financial Advisor role
  • Bachelor’s degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter