Financial Advisor
7 days ago
At 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 client's short- and long-term objectives. Our Private Client Financial Advisors (PCFAs) then construct a tailored financial plan that meets the client's needs.
This is an exciting opportunity for a skilled Financial Advisor to join our team. You will be responsible for developing a high-quality wealth management practice that provides personalized financial strategies for our clients. Your primary responsibilities will include:
- Developing and executing a comprehensive financial plan to meet client needs.
- Enhancing and preserving relationships with key partners to drive client growth and engagement.
- Proactively identifying new business opportunities and promoting Citizens Wealth Management capabilities.
Salary and Benefits
This role is commissioned-based, with historically earning between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
About Us
At Citizens, we value diversity and inclusion. Employment decisions are based solely on experience, performance, and ability. We strive to create a culture that enables colleagues to bring their best selves to work every day.
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