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Wealth Advisor - Bensonhurst - Brooklyn, NY

Citizens Careers
Location 📍 brooklyn, United-States
Posted 📅 June 19, 2026
Work Type ⏰ Full-time

Position Overview

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 tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include * 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 capabiliti...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
brooklyn, United-States