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High Net Worth Senior Wealth Advisor

Wealth and Asset Management, Finance and Accounting

Cleveland, Ohio

Req. Number: 224143

Full/Part Time: F

Shift: 1st Shift

Description

The Private Wealth High Net Worth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others.  

The Private Wealth High Net Worth Advisor understands financial planning strategies and wealth management practices.  Overarching duties include building, growing, maintaining, and retaining a client book of business.  

The successful Private Wealth High Net Worth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients. 

 The Private Wealth High Net Worth Advisor is responsible for proactively managing their book of existing clients using an agreed-upon contact strategy.  The Private Wealth High Net Worth Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients. 

 The Private Wealth High New Worth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients

Primary Responsibilities

BUSINESS DEVELOPMENT

-Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients

-Utilize comprehensive financial planning and deliver advice and appropriate solutions.   

-Ensure that clients are aligned with the correct Wealth Management segment

-Always focus on doing the right thing for clients

CLIENT SERVICE

-Extensive and meaningful activity and communication with clients and their advisors (CPAs, estate planning attorney)

-Employ appropriate client contact strategy within book of business

-Responsiveness and timely resolution of client inquiries or concerns

Qualifications

Minimum 7-10 years of experience in wealth management advisory services with demonstrated ability to attract and develop new business opportunities

-Proven ability to self-source, build, develop and retain a book of business

-Existing network of centers of influence with a demonstrated track record of referrals and introductions of clients

-Proven ability to coach and develop peers and less-tenured colleagues

-Experience working with business partners in a team environment within a consumer bank channel

-Experience working with high net worth clientele

-Experience working in an entrepreneurial environment

-Bachelors Degree preferred

- Series 7, 63, 65 (or 66 in lieu of 63 & 65) and Insurance Life/Health/Variable

Hours and Work Schedule

Hours per Week:  40

Work Schedule:  Monday - Friday

Benefits

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

View Benefits

Awards We've Received

2022

Human Rights Campaign Best Places to Work for LGBTQ Equality

2021

Dave Thomas Foundation Best Adoption-friendly Workplace

2021

DiversityInc
Noteworthy Company for Diversity

2021

Military Friendly Employer

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