Personal Wealth Strategist

Citizens is a leading provider of investment services, dedicated to delivering exceptional value to our clients. Our commitment to excellence has earned us a reputation as a trusted partner in the industry.

We are seeking a highly motivated and experienced Financial Advisor to join our team. As a key member of our Wealth Management division, you will play a crucial role in delivering personalized financial strategies to mass affluent clients. Your primary objective will be to grow client assets, retain and acquire new clients through being the single point of contact for investment needs.

• Develop and implement comprehensive financial plans tailored to individual client needs
• Analyze client information to identify investment opportunities and provide expert recommendations
• Build and maintain strong relationships with clients to drive sales growth and retention
• Stay up-to-date with market trends and regulatory requirements to ensure compliance

• Active Series 7, 66 (65 and 63), and life insurance licenses
• Established track record of top-ranked sales performance
• Experience with virtual and phone-based servicing and sales, preferably in financial or investment products
• Able to adapt quickly to changing requirements or environments

• Competitive salary range: $65,000 - $70,000 per year
• Ongoing training and development opportunities to enhance your skills and knowledge
• Comprehensive benefits package, including medical, dental, and vision coverage
• Paid time off policy exceeds mandatory requirements