Wealth Management Specialist
7 days ago
Citizens is seeking an experienced Financial Advisor to join our team as a Private Client Financial Advisor. In this role, you will work closely with clients to understand their financial goals and create personalized financial plans to achieve them.
Key responsibilities will include:
- Developing a high-quality wealth management practice
- Enhancing relationships with business partners and centers of influence
- Proactively engaging with clients and prospects to promote Citizens Wealth Management capabilities
To succeed in this role, you will need:
- A valid Series 7, 63, and 65 (or 66) license
- A valid insurance license or obtaining one within 60 days
- A minimum of 2 years of experience in a Financial Advisor role or equivalent experience in financial services
The estimated annual salary for this position is between $105,000 and $250,000, based on performance and productivity. We offer a range of benefits, including education reimbursement, wellness programs, and comprehensive medical, dental, and vision coverage.
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Wealth Management Specialist
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Paramus, New Jersey, United States Prudential Financial Full timeJoin Our TeamWe are seeking a Wealth Management Specialist to join our team. As a key member of our team, you will work closely with experienced financial advisors to help clients achieve their financial goals.Your typical day may include:Financial Planning: Developing financial plans that meet clients' needs and objectives.Investment Advice: Providing...
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Senior Wealth Management Specialist
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Paramus, New Jersey, United States Citizens Full timeWealth Management Career OpportunityCitizens Wealth Management is seeking a skilled Financial Advisor to join our team. In this role, you will have the opportunity to develop a high-quality wealth management practice that provides personalized financial strategies to our clients.As a Private Client Financial Advisor, you will conduct thorough discoveries to...
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Private Wealth Manager
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Wealth Client Experience Manager
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Private Client Wealth Strategist
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Paramus, New Jersey, United States Citizens Full timeCompany OverviewCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term objectives, then construct a tailored financial plan that meets the client's goals.The Citizens PCFA is a...
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Financial Advisor
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Paramus, New Jersey, United States Citizens Full timeCitizens Wealth Management OpportunityAt Citizens, we are committed to providing our customers with exceptional financial services. As a Private Client Financial Advisor, you will play a key role in helping individuals and families achieve their financial goals.We employ a group of experienced advisors who conduct thorough discoveries to understand a...
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Private Client Wealth Strategist
7 days ago
Paramus, New Jersey, United States Citizens Full timeRole OverviewCitizens is seeking a skilled Private Client Financial Advisor to join our team of experienced advisors. As a Private Client Financial Advisor, you will conduct thorough discoveries to understand clients' short- and long-term goals, then construct tailored financial plans that meet their objectives.You will work directly with business partners...
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Paramus, New Jersey, United States Citizens Full timeSenior Wealth Management PositionCitizens Wealth Management is seeking a seasoned Senior Wealth Management Specialist to join our team. As a key member of our team, you will be responsible for providing exceptional financial services to our clients.In this role, you will develop and execute comprehensive financial plans to meet client objectives. Your...
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Financial Services Consultant
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Senior Relationship Manager
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Paramus, New Jersey, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled Wealth Senior Client Service Associate to join our team at Wilmington Trust. In this role, you will be responsible for delivering exceptional client service and experience to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.
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Paramus, New Jersey, United States Citizens Full timeAbout the JobWe are looking for a seasoned Financial Services Professional to fill this role. As a Private Client Financial Advisor, you will provide personalized wealth management strategies to high-net-worth individuals and families. You will work collaboratively with our team to deliver a variety of services, including financial planning, investment...
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Personal Finance Advisor
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Paramus, New Jersey, United States Citizens Full timeJob Overview: As a Private Client Financial Advisor at Citizens, you will play a crucial role in helping individuals and families achieve their financial goals. Our team of experienced advisors conducts thorough discoveries to understand clients' needs and creates tailored financial plans to meet those objectives.Key Responsibilities:Develop a high-quality...