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Citizens Bank Logo Citizens Bank · Banking

Wealth Advisor

United States, Columbus 105000.00 - 250000.00 USD / Year · Job Posted May 27, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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

What we offer

  • competitive pay
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
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