Private Client Financial Advisor

2 weeks ago


Owosso, Michigan, United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our Wealth Management division, you will be responsible for providing tailored financial solutions to our affluent clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, identifying their financial goals and objectives, and providing personalized advice and guidance.
  • Investment Product Sales: Proactively identify and sell a broad range of investment, insurance, and banking products to meet client needs.
  • Financial Planning: Use financial planning experience and discovery-based planning tools to complete comprehensive analyses of client assets, income, liabilities, cash flow, and tax status.
  • Business Development: Work with business partners and referral sources to uncover and identify prospective opportunities, growing existing relationships and conducting new business development.
Requirements
  • Professional Certifications: Series 7 and 63 licenses, Life Accident & Health licenses, CFP or CRC preferred.
  • Education and Experience: Bachelor's degree or equivalent work experience, 5+ years of industry-related experience, record of building internal partnerships.
  • Skills and Abilities: Excellent oral and written communication skills, team-oriented with a strong work ethic and entrepreneurial spirit, experience using financial planning tools, familiarity with consumer lending and banking solutions, digital literacy and experience, and knowledge of regulatory requirements.
Compensation and Benefits

This is a commissioned-based role with a competitive compensation package. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit our website.



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