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Private Client Financial Advisor

2 months ago

New York, New York, United States Citizens Full time
Job Description

About the Role

Citizens is seeking a highly skilled Wealth Management Professional to join our team. As a Private Client Financial Advisor, you will play a key role in helping individuals and families achieve their financial goals.

Key Responsibilities

  • Develop a high-quality wealth management practice that provides personalized financial planning and investment advice to clients.
  • Enhance and preserve relationships with key partners and business associates to drive client introductions and engagement.
  • Proactively outreach to clients and prospects to promote Citizens' wealth management capabilities and services.
  • Grow existing relationships through partnership referrals and strategic business development initiatives.
  • Tailor wealth management planning to meet the unique needs and goals of each client.
  • Collaborate with 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) licenses are required and must be 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 of experience in a Financial Advisor role or equivalent experience in financial services.
  • Demonstrated track record in 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.
  • Bachelor's degree is preferred.

Compensation and Benefits

Citizens offers a competitive compensation package, including a commission-based salary, comprehensive medical, dental, and vision coverage, retirement benefits, and a range of other perks and benefits.

Work Schedule

The ideal candidate will have a flexible work schedule and be able to work a minimum of 40 hours per week.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates.