Citizens brings together a team of seasoned advisors dedicated to helping individuals and families reach their financial objectives. Wealth Advisors conduct comprehensive discoveries to identify both short- and long-term goals, then design a tailored financial plan aligned with those goals. The Wealth Advisor role is branch-based and thrives in a collaborative environment that places client interests at the forefront, while supporting the personal and professional growth of the team. PCFAs collaborate with a variety of business partners and centers of influence to uncover prospective opportunities. This position is based in Buffalo, NY 14241.
Key Responsibilities
- Develop a high-quality wealth management practice that delivers a personalized strategy for clients.
- Strengthen and sustain relationships with key partners to boost client introductions and engagement.
- Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
- Tailor wealth management planning to meet each client’s needs.
- Leverage the knowledge of internal stakeholders and specialists to provide a range of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Series 7, 63, 65 (or 66) active and valid.
- A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role as a condition of employment.
- A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
- Proven track record in new business development and client book management.
- Demonstrated experience in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Comfortable operating in a dynamic, entrepreneurial environment.
- Bachelor’s degree is preferred.
Pay Transparency
This is a commission-based sales role. Historically, individuals in this position have earned between $105,000 and $250,000 per year, contingent on performance and productivity within the commission plan parameters.
We offer competitive pay and a comprehensive benefits package, including medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Note that Citizens’ paid time off policy exceeds the mandatory paid sick or paid time-away requirements of every local and state jurisdiction in the United States. For an overview of our benefits, please visit https://jobs.citizensbank.com/benefits.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. We are committed to an inclusive culture that allows all colleagues to bring their best selves to work every day and to treating everyone with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-cent