Private Client Financial Advisor

2 weeks ago

Monroeville, Pennsylvania, United States Citizens Full time

{"title": "Private Client Financial Advisor Role", "description": "At Citizens, we're committed to helping our clients achieve their financial goals. As a Private Client Financial Advisor, you'll play a critical role in deepening relationships with our affluent clients by providing tailored advice and personalized experiences.

**Key Responsibilities:**

* Identify client objectives and goals, and monitor progress throughout the financial lifecycle
* Broaden and deepen client relationships in investment, deposit, and lending
* Become a trusted advisor who earns referrals from existing clients
* Engage prospects to promote and sell investment products and services
* Evaluate and analyze client financial information and data
* Use planning and discovery tools to uncover new opportunities
* Develop and present suitable solutions to meet client goals

**Requirements:**

* Series 7 and 63 licenses
* CFP or CRC preferred
* Bachelor's degree or equivalent work experience
* 5 years of industry-related experience
* Record of building internal partnerships
* 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
* Experience with investment product referrals and sales
* Knowledgeable of regulatory requirements to ensure a sound control environment

**What We Offer:**

* Commissioned-based compensation
* Opportunities for career growth and development
* Collaborative and supportive work environment
* Access to training and tools to accelerate your potential
* Recognition and rewards for outstanding performance

**Equal Employment Opportunity:**

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.

**Background Check:**

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.

Any offer of employment will include further information.

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