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Wealth Advisor

Location Pittsburgh, Pennsylvania Req. Number198710 Category Investment Full/Part Time F Shift 1st Shift

Description

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.


Qualifications

  • 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

  • Demonstrated experience in wealth management: financial planning, investments, wealth structuring, asset allocation, lending

  • 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


Hours and Work Schedule:
Hours per Week: 40 Hours
Work Schedule: Monday- Friday 

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.