Wealth Advisor - Reston, Va

Citizens Bank

Reston, VA, US
Commissioned based; individuals in this role have ...
Client relationship management
Financial planning expertise
Prospect outreach
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

  • 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.
  • The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.
  • Citizens offers competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Matching Summary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Prospect outreach
  • New business development

Nice-to-have

  • Collaborative team environment
  • Entrepreneurial mindset
  • Client-centric approach

Key Requirements

  • Series 7, 63, 65 (or 66) active and valid
  • Insurance Life/Health/Variable licenses
  • 2 years in Financial Advisor role
  • High-net-worth individual servicing experience

Work Rights

Not specified

Tailored Resume

Cover Letter