About this role
Wealth Advisor - Fishkill, NY at Citizens Financial Group, Inc.. Location: Fishkill, New York, United States. Role: Develop practice, Enhance relationships, Outreach clients Requirements: Two years of experience as a Financial Advisor or equivalent; Series 7, 63, 65 (or 66) active; Life/Health/Variable license active or obtained within 60 days; strong prospecting and client-management skills; bachelor’s degree preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Financial Planning, Investment Management, Insurance, Estate Planning, Series 7, Series 63, Series 65, Series 66, Life/Health/Variable Insurance License Certifications: series 7, series 63, series 65, series 66, life/health/variable insurance Commitment: Full Time Workplace: Onsite Languages: English