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Wealth Management Advisor

2 months ago

Verona, Wisconsin, United States Citizens Bank Full time
Position: Private Client Financial Advisor

Sector: Wealth and Asset Management

Location: Various locations in New Jersey

Overview:
As a Private Client Financial Advisor, you will play a crucial role in providing tailored financial solutions to high-net-worth individuals. Your expertise will help clients navigate their financial journeys, ensuring they achieve their financial goals.

Key Responsibilities:
1. Develop and maintain strong relationships with clients to understand their financial needs.
2. Provide personalized investment strategies and financial planning services.
3. Stay informed about market trends and financial products to offer the best advice.
4. Collaborate with internal teams to deliver comprehensive wealth management services.

Qualifications:
1. Proven experience in financial advisory or wealth management.
2. Strong analytical and communication skills.
3. Ability to build trust and rapport with clients.

Join Citizens Bank in delivering exceptional financial services to our valued clients.