Client Relationship Manager

1 week ago


Plymouth Meeting, Pennsylvania, United States Citizens Full time
Role Description

Citizens is seeking an experienced Financial Advisor to help clients achieve their financial goals. As a Private Client Financial Advisor, you will develop strong relationships with clients and partners, providing tailored financial plans and solutions.

This role requires a unique blend of financial expertise and interpersonal skills, with a focus on building trust and understanding with clients. You will work collaboratively with internal stakeholders and specialists to deliver various services, including financial planning, investment management, insurance, and estate planning.

Key Responsibilities
  • Develop a high-quality wealth management practice by creating personalized wealth management strategies for clients.
  • Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • Proactively engage with clients and prospects to promote Citizens Wealth Management capabilities.
  • Grow existing relationships through partnership referrals.
  • Tailor wealth management planning to meet client needs.
  • Leverage internal stakeholders and specialists in delivering various services, including financial planning, investment management, insurance, and estate planning.
Requirements
  • Active and valid Series 7, 63, 65 (or 66) licenses.
  • A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role as a condition of employment.
  • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
  • Demonstrated track record in new business development and client book management.
  • Proven experience in a team-oriented consumer bank setting.
  • Familiarity with servicing high-net-worth individuals.
  • Comfortable operating in a dynamic, entrepreneurial environment.
  • Bachelor's degree is preferred.
Salary and Benefits

This commission-based role has historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

Work Schedule
  • Hours per Week: 40
  • Work Schedule: Varies


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