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Private Client Financial Advisor
2 months ago
Citizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice and solutions to our clients.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with existing and prospective clients to understand their financial goals and objectives.
- Financial Planning and Analysis: Conduct comprehensive financial analyses to identify investment opportunities and develop personalized financial plans.
- Product and Service Recommendations: Recommend and sell a range of financial products and services to meet clients' needs, including investment, deposit, and lending solutions.
- Business Development: Identify and pursue new business opportunities to grow our client base and increase revenue.
- Collaboration and Communication: Work closely with colleagues across the organization to implement financial solutions and communicate effectively with clients.
- Education and Certifications: Bachelor's degree or equivalent work experience, and relevant certifications such as Series 7 and 66 (65 and 63), Life Accident & Health licenses, CFP or CRC.
- Experience and Skills: 5+ years of industry-related experience, excellent communication and interpersonal skills, and a strong understanding of financial planning tools and consumer lending and banking solutions.
- Personal Qualities: Team-oriented, with a strong work ethic and entrepreneurial spirit, and a commitment to delivering exceptional customer service.
Citizens offers a competitive compensation package, including a commission-based salary, and a range of benefits, including health insurance, retirement plans, and paid time off.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial services professional looking for a new challenge, please submit your application.
