Wealth Advisor - Buffalo, NY

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our 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. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.Primary responsibilities include:• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.• Enhance and preserve relationships with key partners to boost client introductions and engagement.• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. • Grow existing relationships through partnership referrals.• Tailor wealth management planning to meet client needs.• Utilize the knowledge of internal stakeholders and specialists in delivering a variety 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 licenses 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.• 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.• Bachelor’s degree is preferred.Hours & Work Schedule• Hours per Week: 40• Work Schedule: M-F (Branch Hours)Pay TransparencyCommissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.