Financial Services Professional

4 days ago


Albany, New York, United States Citizens Full time
Job Overview

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.

The ideal candidate will have a proven track record of top-ranked sales performance and experience with virtual and phone-based servicing and sales. You will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements.

Key Responsibilities

  • Develop and implement financial strategies to meet clients' needs and goals
  • Analyze client information to identify investment opportunities and recommend products
  • Proactively engage potential new clients to promote and sell investment products and services
  • Build and maintain strong relationships with branch personnel
  • Meet and exceed sales growth goals

Requirements

  • Active Series 7, 66 (65 and 63), and life insurance licenses
  • Established track record of top-ranked sales performance
  • Experience with virtual and phone-based servicing and sales
  • Able to adapt quickly to changing requirements or environments

Benefits

  • Competitive salary range: $65,000 - $70,000 per year
  • Annual discretionary bonus opportunity
  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.



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