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Private Client Financial Specialist

3 weeks ago

Brooklyn, New York, United States Citizens Full time
Private Client Financial Specialist

Citizens is seeking an experienced Private Client Financial Specialist to join its team. As a trusted advisor, you will work closely with high-net-worth individuals and families to create personalized financial plans that meet their unique goals and objectives.

The ideal candidate will possess a strong understanding of financial planning, investment management, insurance, and estate planning. You will also be responsible for developing a high-quality financial planning practice, enhancing and preserving relationships with key partners, and proactively engaging clients and prospects to promote Citizens' financial planning capabilities.

**Key Responsibilities:**

  • Develop a comprehensive financial plan for clients, incorporating financial planning, investment management, and risk management.
  • Build and maintain strong relationships with clients, centers of influence, and business partners to identify new business opportunities and enhance existing relationships.
  • Utilize internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.

**Requirements:**

  • Series 7, 63, 65 (or 66) active and valid.
  • A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role.
  • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

**Compensation:** This commissioned-based role has historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. Additionally, you will have access to a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan.

Why Choose Citizens?

Citizens offers a customer-centric culture built around helping our customers and giving back to our local communities. Our team is collaborative and supportive, with access to training and tools to accelerate your career growth. As a Private Client Financial Specialist at Citizens, you will have the opportunity to make a meaningful impact on the lives of our clients while advancing your own career goals.