Private Client Financial Advisor
4 days ago
Job Description:
Citizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing tailored financial advice and solutions to our affluent clients.
Key Responsibilities:
- Identify client objectives and goals, and monitor progress throughout the financial lifecycle
- Broaden and deepen affluent client relationships in investment, deposit, and lending
- Become a trusted advisor who earns referrals from existing clients
- Engage prospects to promote and sell investment products and services
- Evaluate and analyze client financial information and data
- Use planning and discovery tools to uncover perspective opportunities
- Develop and present suitable solutions to meet client goals
- Partner with other colleagues to implement solutions
Requirements:
- Series 7 and 63 licenses
- CFP or CRC preferred
- Bachelor's degree or equivalent work experience
- 5+ years of industry-related experience
- Record of building internal partnerships
- Excellent oral and written communication skills
- Team-oriented with a strong work ethic and entrepreneurial spirit
- Experience using financial planning tools
- Familiarity with consumer lending and banking solutions
- Digital literacy and experience
- Experience with investment product referrals and sales
- Knowledgeable of regulatory requirements to ensure a sound control environment
Compensation:
Commissioned-based, with individuals in this role historically earning between $105,000 and $250,000 based on performance and productivity against commission plan parameters.
Benefits:
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:
Varies, with 40 hours per week.
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