Wealth Advisor - Tonawanda, Ny

Citizens Bank

Tonawanda, NY, US
Commissioned based; historically earned between $1...
Client relationship management
Proactive client outreach
Financial planning expertise
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; 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 relationship management
  • proactive client outreach
  • financial planning expertise
  • business development

Nice-to-have

  • entrepreneurial environment
  • team-oriented consumer bank
  • fostering an inclusive culture

Key Requirements

  • Series 7, 63, 65 (or 66) active and valid
  • Life/Health/Variable Insurance licenses
  • 2 years in Financial Advisor role
  • New business development track record
  • Servicing high-net-worth individuals

Work Rights

Not specified

Tailored Resume

Cover Letter