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Wealth Advisor - Endicott, NY at Citizens Bank

Department: Wealth Management AdvisorsEducation: High School Graduate/GED

Compensation

$105,000 – $250,000/yr

Type
Full-time
Level
mid
Posted

Description

Citizens is hiring a branch-based Wealth Advisor to develop personalized wealth-management strategies, manage client relationships, pursue new business, and coordinate financial planning, investment management, insurance, and estate planning services. The role requires active Series 7, 63, 65 (or 66) licenses, an active insurance license or ability to obtain one within 60 days, at least two years of financial-advisor or financial-services experience, and experience in new business development, client book management, and a team-oriented consumer-bank setting. The position is full-time, branch-based, Monday through Friday, and commission-based, with historically earned compensation of $105,000 to $250,000 per year.

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