Job Summary
The Wealth Advisor plays a crucial role in crafting tailored wealth management plans and establishing enduring financial strategies for individuals and families. This position emphasizes active business development and effective management of client relationships, while also requiring collaboration with internal teams to provide holistic financial services.
Responsibilities
- Design and implement personalized wealth management strategies for clients.
- Build and maintain long-term financial plans tailored to individual and family needs.
- Engage proactively in business development efforts to attract and retain clients.
- Manage ongoing client relationships to ensure satisfaction and retention.
- Collaborate with internal stakeholders to enhance the delivery of financial services.
Qualifications
- Possession of active Series 7, 63, and 65 (or 66) licenses.
- A minimum of 2 years of experience in a financial advisory capacity.
- A bachelor’s degree is preferable.
- Ability to obtain Life/Health/Variable insurance licenses within 60 days of employment.
Citizens provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
