Financial Services Relationship Manager
6 days ago
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
- 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
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 EnvironmentHours per Week: 40
Work Schedule: varies
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Private Client Financial Advisor
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Junior Financial Analyst
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Program Manager for Youth Services
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