Financial Services Specialist
2 weeks ago
Citizens Bank - WI is seeking a skilled Financial Consultant to join our CB Investments team. As a Financial Consultant, you will play a crucial role in helping clients achieve financial success and build a better future.
Key Responsibilities- Develop and implement personalized financial plans for clients, including investment and insurance strategies.
- Build and maintain strong relationships with clients and colleagues through effective sales and service, identifying opportunities and making referrals as needed.
- Analyze various planning documents, such as tax returns, account statements, and life insurance policy documents, to provide informed financial guidance.
- Expand and maintain client relationships through business development and community networking.
- Provide regular education and visibility on investment opportunities to branch staff and internal business partners.
- Communicate effectively with internal and external partners to build strong relationships and drive referral activity.
- Participate in networking and community events to build relationships and make contacts.
- High school diploma or equivalent required.
- Bachelor's degree in Business or Finance preferred.
- Minimum of one year previous experience as a Financial Advisor or in a similar position.
- FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
- Strong computer skills, including working knowledge of Microsoft Office products.
- Ability to balance multiple projects and work under strict deadlines.
- Ability to work independently and effectively relate to others to accomplish work responsibilities and objectives.
- Strong writing and presenting skills.
- Ability to act as a team player and assist others in the department when necessary.
- Ability to build strong relationships with internal and external customers.
Citizens Bank - WI is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion. We are an affirmative action employer and provide equal employment opportunities to all applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.
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