Personalized Financial Planning Expert
3 weeks ago
Delivering Exceptional Service as a Personalized Financial Planning Expert
Citizens Private Client Financial Advisors (PCFAs) deliver exceptional service to individuals and families by crafting customized financial plans and providing expert guidance.
In a supportive environment that prioritizes client success and personal growth, PCFAs collaborate with business partners and centers of influence to identify opportunities and nurture existing relationships.
Main Objectives:
- Develop a high-quality wealth management practice centered around client-centric strategies.
- Foster strong partnerships for client introductions and engagement.
- Proactively promote Citizens Wealth Management capabilities.
- Nurture relationships through partnership referrals.
- Tailor wealth management planning to meet unique client needs.
- Collaborate with internal stakeholders and specialists to deliver comprehensive services.
Key Requirements:
- Series 7, 63, 65 (or 66) active and valid licenses.
- A valid insurance license or must be obtained within 60 days.
- At least 2 years of experience in a Financial Advisor role or equivalent in financial services.
- Demonstrated track record in new business development and client relationship management.
- Experience working in a team-oriented consumer bank setting.
- Familiarity with high-net-worth individual servicing.
- Ability to operate in a dynamic environment.
- Bachelor's degree preferred.
This commission-based role has historically earned $105,000 - $250,000 based on performance and productivity against commission plan parameters. For more information on benefits, visit https://jobs.citizensbank.com/benefits.
Work Schedule:
- 40 hours per week.
- Varying work schedule.
Citizens is an Equal Employment Opportunity Employer, committed to fostering an inclusive culture that enables colleagues to excel in their roles.
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