Wealth Advisor - New Haven - CT

Primary Responsibilities

• 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

• A Series 7, 63, 65 (or 66) license is required and must be 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.
• 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.
• A bachelor’s degree is preferred.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F (Branch Hours)

Pay

• Commissioned 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.

Benefits

• Competitive pay
• Comprehensive medical, dental and vision coverage
• Retail benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

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, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Note

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.

Posting End Date

08/25/2026