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Private Client Financial Consultant

2 months ago

Milford, Connecticut, United States Citizens Full time
Job Summary

Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.

Key Responsibilities
  • Develop and Implement Financial Plans: Create comprehensive financial plans that meet the unique needs and goals of our clients.
  • Build and Maintain Client Relationships: Foster strong relationships with clients and prospects through proactive outreach and engagement.
  • Provide Investment Advice: Offer expert investment advice and guidance to clients, utilizing a range of financial products and services.
  • Collaborate with Internal Teams: Work closely with internal stakeholders, including financial planners, investment managers, and insurance specialists, to deliver a comprehensive range of services.
  • Stay Up-to-Date with Industry Developments: Stay current with market trends, regulatory changes, and industry best practices to ensure clients receive the highest level of service.
Requirements
  • Professional Certifications: Hold active and valid Series 7, 63, and 65 (or 66) licenses.
  • Industry Experience: Possess a minimum of 2 years of experience in a financial advisor role or equivalent experience in financial services.
  • Business Development Skills: Demonstrate a proven track record in new business development and client book management.
  • Team-Oriented Environment: Proven experience working in a team-oriented consumer bank setting.
  • High-Net-Worth Experience: Familiarity with servicing high-net-worth individuals and families.
  • Dynamic Environment: Comfortable operating in a dynamic, entrepreneurial environment.
Compensation and Benefits

Commissioned-based role with historically earning between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit our website.