Wealth Advisor

Citizens Securities, Inc

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a...

Last checked on May 11, 2026. We may earn a commission when you click through.

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Wealth Advisor

Citizens Securities, Inc

Updated 9 hours ago
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You'll be redirected to jobs.citizensbank.com

University Heights Full-Time 📅 30 days ago

About this role

Citizens is a financial services firm offering wealth management solutions tailored to individual and family needs.

About the Company

Citizens employs experienced advisors to help clients achieve their financial goals through personalized wealth management strategies.

Key Highlights

  • Develop tailored financial plans for clients.
  • Collaborate with business partners for new client opportunities.
  • Proactively engage with clients to promote wealth management services.
  • Enhance relationships with key partners for referrals.
  • Utilize specialized knowledge for comprehensive financial services.

💡 Honest Take: This role offers a solid salary range of $105,000 to $250,000, but requires significant licensing and experience. Make sure you're ready for a demanding client-focused environment.

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You'll be redirected to jobs.citizensbank.com

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