Private Client Financial Advisor

4 weeks ago


Manhasset, New York, United States Citizens Full time

Role Overview

Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities

  • Develop and maintain a high-quality wealth management practice, providing tailored financial plans and strategies to clients.
  • Build and maintain strong relationships with key partners and centers of influence to drive client introductions and engagement.
  • Proactively outreach to clients and prospects to promote Citizens Wealth Management capabilities and grow existing relationships.
  • Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.

Qualifications

  • 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.

Compensation and Benefits

Commissioned based on performance and productivity against commission plan parameters. Individuals in this role have historically earned between $105,000 and $250,000 per year.

Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

Work Schedule

40 hours per week, Monday through Friday.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates.



  • Manhasset, New York, United States Citizens Full time

    Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a PCFA, you will work closely with clients to understand their financial goals and develop personalized wealth management strategies.Key responsibilities include:Developing and maintaining strong relationships with clients and partnersProviding expert financial planning and...


  • Manhasset, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment management services to high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive financial...


  • Manhasset, New York, United States Burberry Limited Full time

    Job OverviewBurberry Limited is seeking a skilled Client Advisor to join our team in Manhasset, USA. As a Client Advisor, you will be responsible for building relationships with our clients, delivering a personalized and elevated experience, and driving commercial success.Key ResponsibilitiesMeet and exceed individual and store sales and other commercial...


  • Manhasset, New York, United States Jimmy Choo Full time

    SALES ASSOCIATE At Jimmy Choo, we're seeking a skilled Sales Associate to join our team. As a brand representative, you'll be responsible for delivering an elevated customer experience, cultivating lasting client relationships, and partnering with management to achieve sales targets. Key Responsibilities: Drive results through exceptional customer service...


  • Manhasset, New York, United States gpac Full time

    Job OpportunityWe are seeking a highly skilled Corporate Transactional Attorney to join our team at GPAC, a reputable search firm specializing in placing quality professionals within multiple industries across the United States. The ideal candidate will have a minimum of 6 years of corporate transactional experience, including contract drafting, mergers and...


  • MANHASSET, United States Citizens Full time

    DescriptionCitizens 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 goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...


  • Manhasset, United States Burberry Limited Full time

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.   We aim to provide...

  • Beauty Advisor

    4 months ago


    Manhasset, United States Macy's Full time

    Job DescriptionBring Your Amazing Self to WorkAt Macy's, Inc. we're on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. So we respect and invest in each individual to create growth, pride, and satisfaction. If we are able to bring our whole selves to work,...

  • Paralegal

    1 month ago


    Manhasset, United States Robert Half Full time

    We are seeking an experienced and highly organized Trust and Estates Paralegal with a minimum of 5 years of relevant experience to join our well-established law firm in Long Island, New York. The ideal candidate will have extensive knowledge of estate planning, probate, trust administration, and related legal procedures. This is an excellent opportunity for...

  • Paralegal

    1 month ago


    Manhasset, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are seeking an experienced and highly organized Trust and Estates Paralegal with a minimum of 5 years of relevant experience to join our well-established law firm in Long Island, New York. The ideal candidate will have extensive knowledge of estate planning, probate, trust administration, and related legal procedures. This is...

  • Paralegal

    2 weeks ago


    Manhasset, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are seeking an experienced and highly organized Trust and Estates Paralegal with a minimum of 5 years of relevant experience to join our well-established law firm in Long Island, NY. This is a fantastic opportunity at a highly congenial Trust & Estates/Elder Law firm. The firm has been listed in Best Lawyers in America since...

  • Cafe Barista

    3 months ago


    Manhasset, United States Solomon Page Full time

    Our client, a brand-new Café, is the newest addition to the culinary scene. Located in Manhasset, Americana Mall, the café looking for experienced Barista / Server to provide exceptional service and create memorable experiences for our customers. This is an exciting opportunity to be a part of our inaugural café opening and showcase your skills in a...


  • Manhasset, United States Jimmy Choo Full time

    SALES ASSOCIATEJimmy Choo is an iconic luxury fashion brand defined by an empowered sense of glamour and a confident sense of style. We have joined with Versace and Michael Kors and are now the 3rd largest luxury group in the world known as Capri Holdings. WHO YOU ARE:Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to...


  • Manhasset, United States Jimmy Choo Full time

    SALES ASSOCIATE WHO YOU ARE: Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring and rewarding...


  • Manhasset, United States Jimmy Choo Full time

    SALES ASSOCIATEWHO YOU ARE:Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client relationships. You will work in an inspiring and rewarding...


  • Manhasset, United States Jimmy Choo Full time

    SALES ASSOCIATE Jimmy Choo is an iconic luxury fashion brand defined by an empowered sense of glamour and a confident sense of style. We have joined with Versace and Michael Kors and are now the 3rd largest luxury group in the world known as Capri Holdings. WHO YOU ARE: Our contributors at Jimmy Choo are stylish, sophisticated individuals who have a drive...

  • Brand Ambassador

    5 days ago


    Manhasset, United States Macy‘s Full time

    Are you ready to bring your amazing self to work?At Macy‘s, Inc., we‘re on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. We respect and invest in each individual to create growth, pride and satisfaction. If we are able to bring our whole selves to work, it...