Private Client Financial Advisor
1 week ago
Private Client Financial AdvisorCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA 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. PCFAs 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 capabilities.Grow existing relationships through partnership referrals.Tailor wealth management planning to meet client needs.Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.Qualifications, Education, Certifications, and/or Other Professional Credentials:Series 7, 63, 65 (or 66) active and valid.A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.Demonstrated track record in new business development and client book management.Proven experience in a team-oriented consumer bank setting.Familiarity with servicing high-net-worth individuals.Comfortable operating in a dynamic, entrepreneurial environment.Bachelor's degree is preferred.Pay Transparency:Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.Hours & Work Schedule:Hours per Week: 40 Work Schedule: M-F (Branch Hours)
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Private Client Financial Advisor
3 weeks ago
Brooklyn, United States Citizens Full timeDescription Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA is a...
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Private Client Financial Advisor
26 minutes ago
Brooklyn, United States Citizens Bank Full timePrivate Client Financial Advisor - Borough Park, Brooklyn Wealth and Asset Management Brooklyn, New York
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Private Client Financial Advisor
1 week ago
BROOKLYN, United States Citizens Full timeDescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA is a...
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Private Client Financial Advisor
2 weeks ago
Brooklyn, United States Citizens Full timeDescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA is a...
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Private Client Financial Advisor
1 week ago
Brooklyn, United States Citizens Full timeDescription Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA is a...
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Private Client Financial Advisor
1 week ago
Brooklyn, United States Citizens Full timeDescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals.The Citizens PCFA is a branch-based...
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Private Client Financial Advisor
2 weeks ago
BROOKLYN, United States Citizens Full timeDescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA is a branch-based...
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Private Client Financial Advisor
4 weeks ago
Brooklyn, NY, United States Citizens Full timeDescription Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA is a...
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Financial Advisor
3 weeks ago
Brooklyn, NY, United States Prudential Financial Full timePrudential Advisors is looking for driven, motivated self-starters in Syracuse that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...
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Financial Advisor
3 weeks ago
Brooklyn, United States Prudential Advisors Full timeExplore a career as a FINANCIAL PROFESSIONAL!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us in our Empire City Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for...
