Private Client Financial Advisor

4 days ago

Washington, Washington, D.C., United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Financial Advisor to join our team in Washington, DC. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
  • Conduct thorough financial analyses and provide expert advice on investment strategies, asset allocation, and risk management.
  • Build and maintain strong relationships with clients, understanding their financial objectives and providing ongoing support and guidance.
  • Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.
  • Stay up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
Requirements
  • Series 7, 63, 65 (or 66) active and valid licenses.
  • 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.
What We Offer

Citizens offers a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. Our team is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

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