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Wealth Advisor: Build -Impact, Client-Focused Practice
Job in
Edison, Middlesex County, New Jersey, 08818, USA
Listed on 2026-07-25
Listing for:
Citizens Bank
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice within a branch environment. You will work with clients to understand goals and design tailored financial plans, collaborating with partners to identify opportunities and expand the client base.
You will manage relationships with high-net-worth clients and leverage cross‑department expertise to deliver comprehensive services, including planning, investments, insurance, and estate planning.
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