Financial Services Relationship Manager

6 days ago


Monroeville, Pennsylvania, United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Financial Services Advisor to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial solutions to our clients, helping them achieve their short- and long-term financial goals.

Key Responsibilities
  • Identify client objectives and goals, and monitor progress throughout the financial lifecycle
  • Broaden and deepen affluent client relationships in investment, deposit, and lending
  • Become a trusted advisor who earns referrals from existing clients
  • Engage prospects to promote and sell investment products and services
  • Evaluate and analyze client financial information and data
  • Use planning and discovery tools to uncover prospective opportunities
  • Develop and present suitable solutions to meet client goals
  • Partner with other colleagues to implement solutions
Requirements
  • Series 7 and 66 (65 and 63), Life Accident & Health licenses
  • CFP or CRC preferred
  • Bachelor's degree or equivalent work experience
  • 5+ years of industry-related experience
  • Record of building internal partnerships
  • Excellent oral and written communication skills
  • Team-oriented with a strong work ethic and entrepreneurial spirit
  • Experience using financial planning tools
  • Familiarity with consumer lending and banking solutions
  • Digital literacy and experience
  • Experience with investment product referrals and sales
  • Knowledgeable of regulatory requirements to ensure a sound control environment
Compensation and Benefits

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.

Work Environment

Hours per Week: 40

Work Schedule: varies



  • Monroeville, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice and solutions to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with existing and prospective...


  • Monroeville, Pennsylvania, United States Arbors Management Full time

    Job Type: Full-time Position Overview: Arbors Management Inc. is in search of a meticulous and driven Entry-Level Accountant to enhance our financial department. This position will entail supporting various accounting functions, maintaining precise financial documentation, and contributing to the overall fiscal administration of the company. Primary Duties:...


  • Monroeville, Pennsylvania, United States Arbors Management Full time

    Job Type: Full-time Position Overview: Arbors Management Inc. is on the lookout for a meticulous and driven Entry-Level Accountant to enhance our finance department. This position will encompass a variety of accounting functions, ensuring the precision of financial documentation, and aiding in the comprehensive financial oversight of the organization. Key...


  • Monroeville, Pennsylvania, United States Highmark Health Full time

    Job SummaryWe are seeking a highly skilled and experienced Nurse Manager to join our team at Forbes Hospital. As a key member of our leadership team, you will be responsible for managing and supervising the daily operations of our Emergency Department.Key ResponsibilitiesLeadership: Provide clinical and administrative leadership and expertise to the...


  • Monroeville, Pennsylvania, United States Arbors Management Full time

    Job Type: Full-time Position Overview: Arbors Management Inc. is in search of a meticulous and driven Entry-Level Accountant to enhance our finance department. This position will focus on supporting various accounting functions, maintaining precise financial documentation, and contributing to the overall fiscal health of the organization. Primary Duties:...


  • Monroeville, Pennsylvania, United States Familylinks Inc Full time

    Job OverviewFamilylinks Inc. has been a cornerstone in supporting the diverse communities of Western Pennsylvania for over sixty years. Our commitment is to enhance lives through comprehensive community, behavioral, and social initiatives. We are in search of dedicated individuals who are passionate about making a difference in the lives of those we...


  • Monroeville, Pennsylvania, United States Familylinks Inc Full time

    Job OverviewFamilylinks Inc. has been a cornerstone in providing essential services to the diverse population of Western Pennsylvania for over sixty years. Our commitment is to enhance lives through a variety of integrated community, behavioral, and social programs. We serve over 9,000 individuals annually, addressing the needs of various age groups and...


  • Monroeville, Pennsylvania, United States NovaTech Industries Full time

    We are seeking a highly skilled Financial Accountant to join our team at NovaTech Industries. As a key member of our accounting department, you will be responsible for ensuring the accuracy and integrity of our financial statements.Key Responsibilities:Prepare and review monthly and annual financial statements in accordance with HGB and IFRS standards.Manage...


  • Monroeville, Pennsylvania, United States Denny's Full time

    Job SummaryWe are seeking a highly skilled and experienced Restaurant Operations Manager to join our team at Denny's. As a key member of our management team, you will be responsible for overseeing the day-to-day operations of our restaurant, ensuring that our customers receive exceptional service and that our business runs smoothly and efficiently.Key...


  • Monroeville, Pennsylvania, United States Office Depot Full time

    Job Summary:We are seeking a highly skilled and experienced Retail Print Operations Manager to join our team at Office Depot. As a key member of our Print Services team, you will be responsible for leading and managing the day-to-day operations of our print center, ensuring exceptional customer service and sales excellence.Key Responsibilities:Sales and...


  • Monroeville, Pennsylvania, United States Cura LLC Full time

    Job OverviewCura LLC is seeking a skilled Patient Food Service Representative to join our team in Monroeville. As a key member of our Healthcare team, you will play a vital role in ensuring the highest level of service and satisfaction for our patients and their guests.Key ResponsibilitiesFoster Patient Relationships: Develop and maintain strong...

  • Assistant Manager

    1 week ago


    Monroeville, Pennsylvania, United States Eatn Park Hospitality Group Full time

    **Job Summary**Eat'n Park Hospitality Group is seeking a skilled Assistant Manager to join our team. As a vital part of our management team, you will work 40 hours per week, alternating between 8am-4pm and 2pm-10pm shifts, with weekends off.**Key Responsibilities:**Manage daily restaurant operations, ensuring exceptional customer service and a clean, safe...


  • Monroeville, Pennsylvania, United States Cura LLC Full time

    Job Summary:We are seeking a highly skilled and compassionate Patient Food Service Representative to join our team at Cura LLC. As a Patient Food Service Representative, you will play a vital role in ensuring the highest level of patient satisfaction and care.Key Responsibilities:Foster Patient Relationships: Develop and maintain strong relationships with...


  • Monroeville, Pennsylvania, United States Chorus Call, Inc. Full time

    Job SummaryChorus Call, Inc. is seeking an experienced professional to manage virtual meetings, process reservations, and provide exceptional customer service. As a key member of our team, you will be responsible for ensuring seamless communication and coordination with our satellite offices and clients.Key ResponsibilitiesSet up and manage virtual meetings,...


  • Monroeville, Pennsylvania, United States Chorus Call, Inc. Full time

    Job SummaryChorus Call, Inc. is seeking an experienced professional to manage virtual meetings, process reservations, and provide exceptional customer service. As a key member of our team, you will be responsible for ensuring seamless communication and coordination with our satellite offices and clients.Key ResponsibilitiesSet up and manage virtual meetings,...


  • Monroeville, Pennsylvania, United States Integrity Psychological Services Full time

    Position OverviewAre you feeling constrained in a large agency setting that limits your therapeutic approach? Do you yearn to practice therapy in the manner you were trained during your education?At Integrity Psychological Services, we provide an environment that fosters your professional identity. Here are some reflections from our current clinicians who...


  • Monroeville, Pennsylvania, United States Highmark Full time

    Position OverviewAs a Culinary Service Team Member, you will play a vital role in delivering exceptional dining experiences to our patients, staff, and visitors. Your responsibilities will include:Meal Preparation and Service: Skillfully prepare and serve nutritious meals, ensuring that all dietary needs are met.Sanitation Maintenance: Uphold the highest...

  • Registered Nurse

    6 days ago


    Monroeville, Pennsylvania, United States Pinnacle Home Hospice Services Full time

    About the PositionWe are seeking a highly skilled and compassionate Registered Nurse to join our team as a Hospice Case Manager at Pinnacle Home Hospice Services. This is a full-time position that offers a unique opportunity to work in a home health setting, providing high-quality care to patients and their families.Job SummaryThe successful candidate will...


  • Monroeville, Pennsylvania, United States Staffing Solutions Enterprises Full time

    Customer Service and Sales Support CoordinatorOverviewThe Customer Service and Sales Support Coordinator plays a vital role in ensuring exceptional customer experiences while assisting the sales team in acquiring new clients and nurturing existing relationships. This position requires a comprehensive understanding of the company's offerings and staying...


  • Monroeville, Pennsylvania, United States S and T Bank Full time

    Position Overview: As a vital member of our team, you will be responsible for delivering outstanding customer service while supporting branch operations. Your role will involve both teller line responsibilities and sales functions, ensuring that we meet our branch's production goals. Work Schedule: Flexibility is essential as you will be required to work...