Private Client Financial Advisor

3 days ago


Manhasset, New York, United States Citizens Full time
Job Summary

Citizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment management services to high-net-worth individuals and families.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to meet the unique needs and goals of each client.
  • Provide expert investment management and financial planning services to clients, including asset allocation, portfolio management, and retirement planning.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing ongoing support and guidance.
  • Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.
  • Stay up-to-date with industry trends and developments, and maintain professional certifications and designations as required.
Requirements
  • Series 7, 63, and 65 (or 66) licenses, with a valid, active Insurance Life/Health/Variable license.
  • A minimum of 2 years of experience in a financial advisor role or equivalent experience in financial services.
  • Demonstrated track record of new business development and client book management.
  • Proven experience in a team-oriented consumer bank setting.
  • Familiarity with servicing high-net-worth individuals.
  • Comfortable operating in a dynamic, entrepreneurial environment.
What We Offer

Citizens offers a competitive compensation package, including a commission-based salary, comprehensive benefits, and opportunities for professional growth and development.

We are an equal employment opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, please submit your application.



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