Wealth Advisor — Growth, Client Impact, Flexible Hours
citizens wealth management groupWilmington, DE
Wealth Advisor — Growth, Client Impact, Flexible Hours
citizens wealth management groupWilmington, DE
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting ServicesAbout the role
Citizens Wealth Advisor roles work within branches to build comprehensive wealth plans and foster client relationships. Advisors collaborate with partners to uncover opportunities and deliver tailored financial strategies while focusing on personal and professional growth.
The position emphasizes a client-centric approach, team collaboration, and responsibility for proactive outreach, with compensation strongly tied to performance under a defined commission plan.
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JOB OVERVIEW
Experience level
Mid
Location
Wilmington, DE
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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