About this role
Wealth Advisor - Whiting, NJ at Citizens Financial Group, Inc.. Location: Whiting, New Jersey, United States. Role: Develop wealth management strategy, Enhance relationships with partners, Prospect outreach and engagement Requirements: Series 7, 63, 65 (or 66); life/health/variable insurance license or within 60 days; 2+ years as Financial Advisor; team-based banking experience; bachelor’s degree preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software, Investment management tools, Insurance product platforms Certifications: series 7, series 63, series 65, series 66, life/health/variable insurance Commitment: Full Time Workplace: Onsite Languages: English