Private Client Financial Advisor

3 weeks ago


Sewickley, Pennsylvania, United States Citizens Full time
About the Role

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

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to meet the unique needs of each client.
  • Build and maintain strong relationships with clients and partners to drive business growth and client satisfaction.
  • Stay up-to-date on market trends and regulatory changes to provide expert advice and guidance to clients.
  • Collaborate with internal stakeholders to deliver a range of financial services, including investment management, insurance, and estate planning.
  • Meet or exceed sales targets and revenue goals through proactive client outreach and engagement.
Requirements
  • Series 7, 63, 65 (or 66) licenses are required.
  • A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role.
  • A minimum of 2 years of experience in a Financial Advisor role or equivalent experience in financial services.
  • Demonstrated track record of 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.
What We Offer

Citizens offers a competitive compensation package, including a base salary and commission-based incentives. Our team members enjoy a supportive and collaborative work environment, with access to training and tools to accelerate their potential and maximize their career growth.



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