Private Client Financial Advisor

4 weeks ago

Pittsburgh, Pennsylvania, United States Citizens Full time

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 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: Varies

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • Financial Advisor/Paraplanner

    2 days ago

    Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Job Description Job Description Fellow Advisor,Do you feel unappreciated?Are your ideas not taken seriously?Are tired of making your bosses rich instead of yourself?Do you feel like you are a small fish in a big sea?Do you want to differentiate yourself?Do you want to be able to let your creativity be seen?Have you considered working within a niche with...

  • Associate Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Kapusta Financial Group Full time

    JOB OVERVIEW:Kapusta Financial Group is a fee-based investment advisor in the South Hills of Pittsburgh, PA seeking an experienced advisor to join our team. We excel in providing financial planning and investment management services to our clients. We work as a close-knit team in helping our clients secure their financial futures while building meaningful,...

  • Client Advisor Associate

    2 weeks ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...

  • Client Advisor Associate

    3 weeks ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...

  • Client Advisor Associate

    3 weeks ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website:...

  • Private Client Advisor

    7 days ago

    Pittsburgh, Pennsylvania, United States Bank of America Full time

    Private Client AdvisorPittsburgh, PennsylvaniaJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we...

  • Private Client Advisor

    3 days ago

    Pittsburgh, Pennsylvania, United States Bank of America Corporation Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Associate Advisor, Private Wealth

    1 week ago

    Pittsburgh, Pennsylvania, United States The Coury Firm Full time

    COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO The ...

  • Financial Advisor/Paraplanner

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Kestra Financial Full time

    Fellow Advisor,Do you feel unappreciated?Are your ideas not taken seriously?Are tired of making your bosses rich instead of yourself?Do you feel like you are a small fish in a big sea?Do you want to differentiate yourself?Do you want to be able to let your creativity be seen?Have you considered working within a niche with immense growth potential?Do you want...

  • Financial Advisor

    3 days ago

    Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Head of Private Client Services

    14 hours ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    Are you a dynamic leader with a passion for driving results and developing talent? We are seeking an experienced manager to lead and support a team of financial advisors at CooksonPeirce. This is a fantastic opportunity for someone who enjoys coaching and mentoring while working closely with a high-performing team to drive business growth and client...

  • Head of Private Client Services

    14 hours ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    Are you a dynamic leader with a passion for driving results and developing talent? We are seeking an experienced manager to lead and support a team of financial advisors at CooksonPeirce. This is a fantastic opportunity for someone who enjoys coaching and mentoring while working closely with a high-performing team to drive business growth and client...

  • Financial Advisor

    2 days ago

    Pittsburgh, Pennsylvania, United States Lincoln Investment Full time

    Job Description Job Description Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for.For over 50 years, Lincoln...

  • Financial Advisor

    1 day ago

    Pittsburgh, Pennsylvania, United States Thrivent Full time

    Be in Business for Yourself, not By YourselfThrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as...

  • Client Service Associate, Private Wealth

    1 week ago

    Pittsburgh, Pennsylvania, United States The Coury Firm Full time

    COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO The ...

  • Lead Financial Advisor

    6 days ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Financial Advisor

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a leading brokerage seeking a Financial Advisor. They are consistently recognized as a top place to work. As a Financial Advisor, your day-to-day responsibilities will include: Meet individually with clients to deliver tailored financial planning and advice. Support participants in setting and achieving their long-term...