Wealth AdvisorLocation Pittsburgh, Pennsylvania Req. Number198710 Category Investment Full/Part Time F Shift 1st Shift
A Wealth Advisor (WA) is accountable for acquiring and retaining high net worth individual client relationships within the market while acting as an ambassador of Clarfeld Private Wealth Management. As the primary face of the business, the WA will lead new client acquisition and retention through a broad knowledge of the wealth management process, investments, banking, trust services and financial planning. The WA also leverages a broad team of specialists on his or her team (Investment Manager, Banking & Credit Specialist, Wealth Strategist, and Trust Officer) in order to provide the in-depth expertise for complex clients. This role is primarily responsible for the client experience and engaging in Clarfeld Private Wealth Management’s intellectual capital to deliver a holistic wealth management solution.
Wealth Management/Private Banking - 10+ years demonstrated experience in wealth management
Bachelor's Degree Required, MBA, CFP, CTFA, CFA additive
Experience working with and acquiring high net worth individuals
Strong prospecting skills, established COI network
Demonstrated ability to close new business, with track record of success
Excellent organizational and interpersonal skills
Strong leadership skills
Excellent client service and communication skills
Series 7 securities license within 120 days of hire
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.
Equal Employment Opportunity
It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries.