Financial Advisor
3 weeks ago
Job Summary
Citizens Financial Group, Inc. is seeking a skilled Financial Advisor to join our team in Washington, DC. As a key member of our Private Client Financial Advisory team, you will be responsible for providing personalized wealth management services to high net worth individuals and families.
Key Responsibilities
- Develop and implement comprehensive financial plans tailored to clients' unique needs and goals.
- Conduct thorough financial analyses to identify areas of improvement and opportunities for growth.
- Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.
- Build and maintain strong relationships with clients, partners, and centers of influence to drive business growth and client satisfaction.
Requirements
- Series 7, 63, and 65 (or 66) licenses.
- 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 in new business development and client book management.
- Proven experience in a team-oriented consumer bank setting.
What We Offer
- Competitive pay and commission-based compensation.
- Comprehensive medical, dental, and vision coverage.
- Retirement benefits and education reimbursement.
- Flexible work arrangements and wellness programs.
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