Private Client Financial Advisor

2 months ago

WALTHAM, United States Citizens Full time

Description

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.

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: Varies

#LI-CITIZENS6

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

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt 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.

  • Private Client Financial Advisor

    3 months ago

    NORTH WALTHAM, United States Citizens Full time

    DescriptionCitizens 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...

  • Client Service Associate-Wealth Management

    3 months ago

    waltham, United States Lead Advisor LLC Full time

    LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They are a boutique...

  • Client Service Associate-Wealth Management

    3 months ago

    Waltham, United States Lead Advisor LLC Full time

    LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They are a boutique...

  • Client Service Associate-Wealth Management

    4 months ago

    Waltham, United States Lead Advisor LLC Full time

    LEAD-ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client of ours. For other roles please visit: jobs.lead-advisor.com.A well-established insurance and financial planning firm is seeking a personable and organized client service associate who can interact with clients and has an eye for details. They are a boutique...

  • Windrose Advisors | Client Service Professional | waltham, ma

    1 month ago

    waltham, United States Windrose Advisors Full time

    CLIENT SERVICE PROFESSIONALCOMPANY DESCRIPTIONWindrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately$3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deepexperience across several market cycles and includes relationships with some of the world’s most...

  • Private Wealth Strategist

    5 days ago

    Waltham, Massachusetts, United States Citizens Full time

    Citizens is seeking a highly skilled Private Wealth Strategist to join our team. As a key member of our wealth management group, you will be responsible for developing and implementing comprehensive financial plans tailored to meet the unique needs of high-net-worth individuals.The ideal candidate will have a proven track record in financial services, with a...

  • Client Service Professional

    1 month ago

    Waltham, United States Windrose Advisors Full time

    CLIENT SERVICE PROFESSIONALCOMPANY DESCRIPTIONWindrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately$3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deepexperience across several market cycles and includes relationships with some of the world’s most...

  • Retirement Solutions Investment Professional

    3 weeks ago

    Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    Company OverviewAt Commonwealth Financial Network, we're dedicated to empowering our advisors to deliver exceptional results for their clients. As a leading independent broker-dealer, we offer a suite of business solutions that enables our advisors to succeed.We believe in fostering an environment of excellence, growth, rewards, and fun. This commitment has...

  • Senior DevOps Engineer

    6 days ago

    Waltham, United States Commonwealth Financial Full time

    OverviewIf you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On...

  • Senior Product Marketing Strategist

    6 days ago

    Waltham, United States Commonwealth Financial Full time

    OverviewIf you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On...

  • Senior Financial Planning Specialist

    5 days ago

    Waltham, Massachusetts, United States Citizens Full time

    Citizens is seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management group, you will be responsible for developing and implementing comprehensive financial plans tailored to meet the unique needs of high-net-worth individuals.The ideal candidate will have a proven track record in financial services, with a...

  • Motion Designer

    2 weeks ago

    Waltham, United States Commonwealth Financial Network Full time $80,000 - $90,000

    If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all...

  • Motion Designer

    2 weeks ago

    Waltham, United States Commonwealth Financial Network Full time $80,000 - $90,000

    If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all...

  • Portfolio Mgr.

    2 months ago

    Waltham, United States FM Global Full time

    FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management...

  • Portfolio Mgr.

    2 months ago

    Waltham, United States Factory Mutual Insurance Company Full time

    Overview FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk...

  • Financial Representative Trainee

    2 weeks ago

    Waltham, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA at Mutual of Omaha summary: The Financial Representative Trainee program in Boston, MA, is designed for motivated individuals eager to start a career in financial services. Participants receive hands-on training to develop skills in selling Individual Insurance products while gaining valuable sales...

  • Financial Services Professional

    4 months ago

    Waltham, United States New York Life Insurance Company Full time

    Job DescriptionJob DescriptionFinancial ProfessionalAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At NewYork Life, you’re in control of your...

  • Director - Financial Planning and Analysis

    1 month ago

    Waltham, United States Trinity Life Sciences Full time

    We are seeking a highly motivated and experienced Director of Financial Planning and Analysis (FP&A) to join our finance team. The Director of FP&A will be responsible for managing and overseeing the company's financial planning and analysis activities, including the annual planning process, monthly forecasting, financial modeling, strategic analysis and...

  • Financial Professional

    5 days ago

    Waltham, United States HourlyWork Full time

    Do you enjoy flexible hours, helping people and being entrepreneurial? If so, consider a position as a Financial Professional with NY Life. This is a hybrid position. Compensation for this position is commission based. Compensation defined for this position is based on a financial professional achieving his/her sales objectives for a year. Unlike most...

  • Financial Career

    3 days ago

    Waltham, Massachusetts, United States HourlyWork Full time

    At HourlyWork, we offer a unique opportunity for individuals to pursue a career as a Financial Professional. With a focus on flexibility and entrepreneurship, this role is ideal for those who enjoy working with people and building long-term relationships.CompensationAs a Financial Professional, your compensation will be commission-based, tied to your sales...