What are the responsibilities and job description for the Wealth Advisor - Fishkill, NY position at Citizens?
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. OurWealth Advisorsconduct 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 advisorwho excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional grow