Wealth Advisor - Tonawanda, NY
RG&T Solutions, North Tonawanda, NY, United States
Overview
The Wealth Advisor role involves developing a personalized wealth management practice by understanding clients’ short- and long-term financial goals and creating tailored strategies.
Responsibilities
Collaborate with internal teams and external partners to identify opportunities, enhance client relationships, and promote comprehensive financial services including planning, investments, insurance, and estate planning.
Qualifications
Active Series 7, 63, 65 (or 66) licenses
Relevant insurance licenses within 60 days
A minimum of 2 years of financial advising experience
Familiarity with high-net-worth clients and team-based environments
Compensation & Schedule
Commission-based, with earning potential ranging from $105,000 to $250,000 annually, depending on performance
Work hours are 40 per week, Monday through Friday, in a branch setting
Equal Opportunity
Citizens promotes a diverse, inclusive workplace and conducts background checks as part of the hiring process.
#J-18808-Ljbffr
The Wealth Advisor role involves developing a personalized wealth management practice by understanding clients’ short- and long-term financial goals and creating tailored strategies.
Responsibilities
Collaborate with internal teams and external partners to identify opportunities, enhance client relationships, and promote comprehensive financial services including planning, investments, insurance, and estate planning.
Qualifications
Active Series 7, 63, 65 (or 66) licenses
Relevant insurance licenses within 60 days
A minimum of 2 years of financial advising experience
Familiarity with high-net-worth clients and team-based environments
Compensation & Schedule
Commission-based, with earning potential ranging from $105,000 to $250,000 annually, depending on performance
Work hours are 40 per week, Monday through Friday, in a branch setting
Equal Opportunity
Citizens promotes a diverse, inclusive workplace and conducts background checks as part of the hiring process.
#J-18808-Ljbffr