Financial Services Consultant

2 weeks ago


Jersey City, New Jersey, United States Citizens Financial Group, Inc. Full time

Become a Part of Citizens Financial Group, Inc.

Position Overview:

At Citizens Financial Group, we are dedicated to delivering customized financial guidance, unique experiences, and innovative strategies to empower our clients in managing their evolving financial situations. As a Wealth Management Advisor, you will work alongside colleagues from various sectors including banking, lending, and investment to strengthen client relationships and support them in reaching their financial aspirations.

Our team at Citizens Financial Group is committed to excellence in the financial services industry. We are currently on the lookout for Financial Services Consultants who can proactively recognize and present a diverse array of investment, insurance, and banking solutions to our clientele.

Key Responsibilities:

  • Assess client objectives and aspirations throughout their financial journey
  • Strengthen client relationships in investment, deposit, and lending sectors
  • Establish yourself as a trusted advisor who earns referrals from satisfied clients
  • Market and promote investment products and services to potential clients
  • Evaluate client financial data and propose appropriate solutions
  • Leverage planning tools to discover new opportunities
  • Deliver tailored solutions to fulfill client objectives and collaborate with team members for implementation

Required Qualifications:

  • Possession of Series 7 and 63 licenses, along with Life Accident & Health licenses
  • CFP or CRC certification is preferred
  • Bachelor's degree or equivalent professional experience
  • A minimum of 5 years of relevant industry experience
  • Demonstrated success in cultivating internal partnerships
  • Excellent communication skills and a collaborative approach
  • Familiarity with financial planning tools and investment offerings
  • Understanding of regulatory standards for a secure operational environment

Compensation Structure:

This is a commission-based position with potential annual earnings contingent upon performance and productivity in alignment with commission plan guidelines.

About Our Commitment:

Diversity and Inclusion:

Citizens Financial Group is devoted to fostering diversity, equity, and inclusion within our workforce. Employment decisions are based on qualifications, performance, and capabilities, without discrimination based on various factors.

Join Citizens Financial Group, Inc. Today



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