- Slingerlands, New York, United States
- $105K–$250K per year
- 2+ years
Develop and manage a high-quality wealth management practice, build client relationships, and provide comprehensive financial planning services.
Compensation
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters.
Responsibilities
- Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
- Enhance and preserve relationships with key partners to boost client introductions and engagement.
- Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
- Tailor wealth management planning to meet client needs.
Requirements
- Bachelor’s degree is preferred.
Skills
Benefits
- Competitive pay
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
