Private Client Financial Advisor

2 weeks ago


Owosso, Michigan, United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our Wealth Management group, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Deepen relationships with clients by collaborating with peers across banking, lending, and investing
  • Help clients navigate changing circumstances with tailored advice and personalized experiences
  • Proactively identify and sell a broad array of investment, insurance, and bank products
  • Meet with existing and prospective clients to understand their investment and lending needs
  • Use financial planning experience and discovery-based planning tools to complete comprehensive analyses of clients' assets, income, liabilities, cash flow, and tax status
  • Compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability
  • Work with a variety of business partners and referral sources to uncover and identify prospective opportunities
  • Grow existing relationships, use partnership referrals, and conduct new business development
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
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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