Private Client Financial Advisor

4 days ago


White Plains, New York, United States Citizens Financial Group, Inc. Full time

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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