Financial Services Professional

1 day ago


Conshohocken, Pennsylvania, United States Citizens Full time
Job Summary

Citizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.

Key Responsibilities
  • Proactively identify and sell a broad array of Investment and Insurance products to customers
  • Deliver outstanding service and sales solutions to meet clients' financial needs and goals
  • Maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements
  • Work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices
  • Compare and evaluate possible investment options and identify investment strategies and potential products based on their knowledge of market conditions and the client's circumstances
Requirements
  • Active Series 7, and 63), and life insurance licenses
  • Established track record of top-ranked sales performance
  • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
  • Able to adapt quickly to changing requirements or environments
Benefits

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

Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.



  • Conshohocken, Pennsylvania, United States Citizens Full time

    Citizens Wealth Management is a leading provider of investment services, committed to delivering exceptional results to our clients. We are seeking a talented Financial Services Professional to join our team, responsible for identifying and selling a broad range of investment and insurance products to customers.The ideal candidate will have a proven track...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job Title: Financial AdvisorCitizens Wealth Management is a leading provider of investment services, committed to delivering exceptional value to our clients. We are seeking a talented Financial Advisor to join our team, responsible for identifying and selling a broad range of investment and insurance products to customers.Key Responsibilities:Proactively...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job Title: Financial AdvisorCitizens Wealth Management is a leading provider of investment services, dedicated to growing our market share in the regions we serve. We are seeking talented Financial Advisors who can proactively identify and sell a broad range of Investment and Insurance products to customers.Job Summary:The Virtual Financial Advisor is a key...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Virtual Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customersDeliver...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job Title: Financial AdvisorCitizens Wealth Management is a leading provider of investment services, dedicated to growing our market share in the states we operate. We are seeking talented Financial Advisors who can proactively identify and sell a broad array of Investment and Insurance products to customers.Job Summary:The Virtual Financial Advisor is a key...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customersDeliver exceptional...


  • West Conshohocken, Pennsylvania, United States Citizens Full time

    Job OverviewCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...


  • West Conshohocken, Pennsylvania, United States Citizens Full time

    Job OverviewCitizens is seeking a talented Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele. You will work with customers virtually via phone and video, growing client assets, retaining and acquiring new clients, and...


  • Conshohocken, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled and motivated Member Service Representative to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service, educating members on our products and services, and driving sales and growth.Key...


  • Conshohocken, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative - Floating Position Job Summary: We are seeking a highly motivated and customer-focused Member Service Representative to join our team at TruMark Financial Credit Union. As a key member of our Branch Operations team, you will be responsible for providing exceptional service to our members, educating them on our...


  • Conshohocken, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled Member Service Representative to join our team. As a key member of our branch operations team, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and uncover member...


  • Conshohocken, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative - FloatingTruMark Financial Credit Union is seeking a highly skilled Member Service Representative to join our team. As a key member of our Branch Operations team, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    {"title": "Financial Analyst, Pricing", "description": "Key ResponsibilitiesAs a Financial Analyst, Pricing, you will be responsible for conducting competitive data comparisons for Health Systems and Government Services, including margin analysis and providing insights and interpretation for best course of action.You will also be responsible for keying in...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    Job Title: Financial Analyst, PricingWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons, analyzing market trends, and providing insights to inform pricing decisions.Key...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    About the RoleWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons, analyzing market trends, and providing insights to inform business decisions.Key ResponsibilitiesConduct in-depth...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons for Health Systems and Government Services, as well as Cencora Prospects.Key ResponsibilitiesConduct in-depth analysis of...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting in-depth analysis of item-level pricing for GPO and PRxO contracts, analyzing monthly trends in the industry to make recommendations on pricing actions at...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    About the RoleWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting in-depth analysis on item-level pricing for GPO and PRxO contracts, analyzing monthly trends in the industry to make recommendations on pricing actions...


  • Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons for Health Systems and Government Services, as well as Cencora Prospects.Key ResponsibilitiesConduct in-depth analysis of...