Jobs
>
Pittsburgh

    private client wealth advisor - Pittsburgh, PA, United States - Citizens

    Citizens
    Citizens Pittsburgh, PA, United States

    3 weeks ago

    Default job background
    Description

    Description

    The Private Client Wealth Advisor (PCWA) thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others.


    The Private Client Wealth Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining, and retaining a client book of business.


    The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.


    The Private Client Wealth Advisor is responsible for proactively managing their book of existing clients using an agreed-upon contact strategy. The Private Client Wealth Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients.


    The PCWA has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.


    Primary Responsibilities


    BUSINESS DEVELOPMENT


    -Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients


    -Utilize comprehensive financial planning and deliver advice and appropriate solutions.


    -Ensure that clients are aligned with the correct Wealth Management segment


    -Always focus on doing the right thing for clients


    CLIENT SERVICE


    -Extensive and meaningful activity and communication with clients and their advisors (CPAs, estate planning attorney)


    -Employ appropriate client contact strategy within book of business


    -Responsiveness and timely resolution of client inquiries or concerns


    Qualifications


    -Minimum 5 years of experience in wealth management advisory services with demonstrated ability to attract and develop new business opportunities


    -Proven ability to self-source, build, develop and retain a book of business


    -Existing network of centers of influence with a demonstrated track record of referrals and introductions of clients


    -Proven ability to coach and develop peers and less-tenured colleagues


    -Experience working with business partners in a team environment within a consumer bank channel


    -Experience working with high-net-worth clientele


    -Experience working in an entrepreneurial environment


    -Bachelor's Degree preferred


    Series 7, 63, 65 (or 66 in lieu of 63 & 65) and Insurance Life/Health/Variable



    Hours and Work Schedule


    Hours per Week: 40


    Work Schedule: Monday - Friday


    #LI-Sourcer7


    Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.


    Equal Employment Opportunity

    At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

    Equal Employment and Opportunity Employer

    Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

    Why Work for UsAt 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
  • The Judson Group

    Wealth Advisor

    3 weeks ago

    The Judson Group Pittsburgh, United States

    Reference Number: MHH7301 · Location: Pittsburgh, Pennsylvania · Judson Group has been retained by a leading independent fiduciary in the search for a · Wealth Advisor . The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key ...

  • The Judson Group

    Wealth Advisor

    1 week ago

    The Judson Group Pittsburgh, United States

    Reference Number: MHH7301Location: Pittsburgh, PennsylvaniaJudson Group has been retained by a leading independent fiduciary in the search for a · Wealth Advisor . The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role i ...

  • The Coury Firm

    Senior Wealth Advisor

    3 weeks ago

    The Coury Firm Pittsburgh, United States

    Job Description · Job Description Salary: · POSITION SUMMARY · The position of · Senior Wealth Advisor · for The Coury Firm's Private Wealth division (the "Firm") will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the developmen ...

  • The Coury Firm

    Senior Wealth Advisor

    1 week ago

    The Coury Firm Pittsburgh, United States

    Job Description · Job Description Salary:POSITION SUMMARY · The position of · Senior Wealth Advisor · for The Coury Firm's Private Wealth division (the "Firm") will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development o ...

  • Citizens Bank

    HNW Wealth Advisor

    3 weeks ago

    Citizens Bank Pittsburgh, United States

    The Private Client Wealth Advisor (PCWA) thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others. · The Private Client Wealth Advisor understands financial planning strategies and wealth management pra ...

  • The Coury Firm

    Senior Wealth Advisor

    1 week ago

    The Coury Firm Pittsburgh, United States

    Job Description · Job DescriptionSalary: · POSITION SUMMARY · The position of Senior Wealth Advisor for The Coury Firm's Private Wealth division (the "Firm") will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development of new ...

  • Fort Pitt Capital Group

    Wealth Advisor Associate

    1 week ago

    Fort Pitt Capital Group Pittsburgh, United States

    At Fort Pitt Capital Group, we want to work with people who believe in what we believe in. We're not interested in people who are "just looking for a job". We want to understand what drives you, what you're passionate about, and what motivates you in your professional life. We wa ...

  • Fort Pitt Capital Group

    Wealth Advisor Associate

    1 week ago

    Fort Pitt Capital Group Pittsburgh, United States

    Ready to invest in yourself? Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. · We are currently seeking a dynamic a ...

  • Fort Pitt Capital Group

    Wealth Management Advisor

    3 weeks ago

    Fort Pitt Capital Group Pittsburgh, United States

    Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. · Fort Pitt is a trusted fiduciary investment advisory firm with of ...

  • Fort Pitt Capital Group

    Wealth Management Advisor

    2 weeks ago

    Fort Pitt Capital Group Pittsburgh, United States

    Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. · Fort Pitt is a trusted fiduciary investment advisory firm with of ...

  • Fort Pitt Capital Group

    Wealth Management Advisor

    2 weeks ago

    Fort Pitt Capital Group Pittsburgh, United States

    Fort Pitt Capital Group an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture has a unique opportunity that offers advisors multiple avenues for growth. · Fort Pitt is a trusted fiduciary investment advisory firm with office ...

  • MassMutual Pittsburgh

    Wealth Management Advisor

    3 weeks ago

    MassMutual Pittsburgh Pittsburgh, United States

    Job Description · Job Description · How will you help grow our Practice? · You will... · Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions. · Assist with the continuous development and implementation of our c ...

  • MassMutual Pittsburgh

    Wealth Management Advisor

    2 weeks ago

    MassMutual Pittsburgh Pittsburgh, United States

    Job Description · Job DescriptionHow will you help grow our Practice? · You will... · Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions. · Assist with the continuous development and implementation of our client ...

  • Pop-Up Talent

    Financial Advisor, Wealth Management

    1 week ago

    Pop-Up Talent Washington, United States

    Relationship Manager · Remote in Washington, DC and/ or Northern VA · Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. · Washington, DC , Northern VA · *Earn base salary plus unlimited bonus ...

  • Pop-Up Talent

    Financial Advisor, Wealth Management

    6 days ago

    Pop-Up Talent Washington, United States

    Relationship ManagerRemote in Washington, DC and/ or Northern VA · Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. · Washington, DC , Northern VA · *Earn base salary plus unlimited bonus pote ...

  • Confluence Financial Partners

    Director of Wealth Planning

    3 weeks ago

    Confluence Financial Partners Pittsburgh, United States

    The Director of Wealth Planning's primary responsibility is the leadership of the firm's central Wealth Planning Team. The Wealth Planning Team exists to provide the firm's advisors with tools and guidance that contribute to an outstanding client experience. The Team is a central ...

  • NewEdge Capital Group

    Financial Services Associate, Back Office

    2 weeks ago

    NewEdge Capital Group Pittsburgh, United States

    Job Summary · The Service Experience Associate will be an integral part in assisting advisory teams with every challenge, question, or issue they may encounter. Whether it's collaborating with New Edge Advisors or managing their various custodial partnerships, we're committed to ...

  • The Coury Firm

    Wealth Planner

    2 weeks ago

    The Coury Firm Pittsburgh, United States

    Job Description · Job DescriptionSalary: · The position of Wealth Planner for The Coury Firm's Private Wealth division (the "Firm") will be responsible for directly supporting the Firm's Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate a ...

  • NewEdge Capital Group

    Financial Services Associate, Back Office

    2 weeks ago

    NewEdge Capital Group Pittsburgh, United States

    Job Summary · The Service Experience Associate will be an integral part in assisting advisory teams with every challenge, question, or issue they may encounter. Whether it's collaborating with New Edge Advisors or managing their various custodial partnerships, we're committed to ...

  • The Judson Group

    Associate Wealth Planner

    1 week ago

    The Judson Group Pittsburgh, United States

    Reference Number: MHH7571 · Location: Pittsburgh, Pennsylvania · Judson Group has been retained by a nationally recognized wealth management firm located in Pittsburgh in the search for an · Associate Wealth Planner . This individual will support the firm's Senior Advisors in se ...