High Net Worth Wealth Management Professional
5 days ago
Citizens is a customer-centric bank that employs experienced wealth management professionals to help individuals and families achieve their financial goals.
The ideal candidate will conduct thorough analyses to understand clients' short- and long-term objectives, then craft a tailored financial plan that meets their needs.
Our team-based environment emphasizes the importance of client interests, as well as personal and professional growth for our members. Professionals work directly with business partners and centers of influence to identify opportunities.
Main responsibilities include:
- Developing a high-quality wealth management practice providing personalized strategies.
- Enhancing relationships with key partners to boost client introductions and engagement.
- Proactive outreach promoting Citizens Wealth Management capabilities.
- Growing existing relationships through partnership referrals.
- Tailoring wealth management planning to meet client needs.
- Utilizing internal stakeholders and specialists in delivering services including financial planning, investment management, insurance, and estate planning.
Requirements
- Series 7, 63, 65 (or 66) active and valid licenses are required.
- A valid, active Insurance Life/Health/Variable license is necessary or must be obtained within 60 days 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.
- Experience in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Comfortable operating in a dynamic environment.
- Bachelor's degree preferred.
Compensation: Commissioned based, with an estimated annual salary ranging from $105,000 to $250,000 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.
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