Private Client Financial Advisor

5 days ago


Lancaster, Pennsylvania, United States Citizens Full time
Job Summary

Citizens 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 helping individuals and families achieve their financial goals.

Key Responsibilities
  • Develop and implement personalized wealth management strategies for clients
  • Build and maintain strong relationships with key partners and centers of influence
  • Proactively identify and pursue new business opportunities
  • Grow existing relationships through partnership referrals
  • Provide tailored wealth management planning to meet client needs
  • Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning
Requirements
  • Series 7, 63, 65 (or 66) active and valid
  • 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 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
What We Offer

Citizens offers a competitive compensation package, comprehensive benefits, and opportunities for career growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply.



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