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Wealth Management Consultant
2 months ago
At Citizens Financial Group, Inc., we pride ourselves on our team of seasoned professionals dedicated to guiding individuals and families in achieving their financial aspirations. Our Private Client Financial Advisors (PCFAs) engage in comprehensive assessments to gain insights into clients' immediate and future objectives.
Key Responsibilities- Conduct in-depth evaluations to understand clients' financial needs and goals.
- Develop tailored financial strategies that align with clients' aspirations.
- Provide ongoing support and guidance to ensure clients remain on track to meet their financial targets.
The ideal candidate will possess a strong background in financial advisory services, with a focus on personalized client engagement and strategic planning. A commitment to excellence and a passion for helping clients succeed are essential.
