Wealth Advisor - Williamstown, NJ

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. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include: Qualifications, Education, Certifications and/or Other Professional Credentials - 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 knowledg...