Wealth Advisor - New Haven - CT
$105,000–$105,000 year
On-siteNew Haven, Connecticut, United States
Job Summary
Develop a high-quality wealth management practice by conducting thorough client discoveries to understand short- and long-term goals, then constructing tailored financial plans. Enhance and preserve relationships with key partners to boost client introductions and engagement while utilizing internal stakeholders and specialists to deliver services in financial planning, investment management, insurance, and estate planning. Proactively reach out to prospects and grow existing relationships through partnership referrals. This branch-based role requires Series 7, 63, 65, and active insurance licenses, with a minimum of two years in financial advisory. Commissioned earnings range from $105,000 to $250,000 annually based on performance, with a 40-hour M-F schedule at Citizens Bank's New Haven branch.
Required Qualifications
- Series 7, 63, 65 (or 66) active and valid
- A valid, active Insurance Life/Health/Variable licenses
- A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
- Demonstrated track record in new business development and client book management
- Proven experience in a team-oriented consumer bank setting
- Familiarity with servicing high-net-worth individuals
- Comfortable operating in a dynamic, entrepreneurial environment
Desired Qualifications
- Bachelor's degree
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