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Experienced Financial Services Professional Wanted

2 months ago

Trenton, New Jersey, United States Citizens Full time

Wealth Management Strategy Specialist

Citizens is seeking a skilled financial advisor to develop and execute wealth management strategies for high-net-worth individuals. In this role, you will work closely with clients to understand their financial goals and objectives, and create personalized plans to achieve them.

Key Responsibilities:

  1. Develop and implement wealth management strategies for clients
  2. Build and maintain strong relationships with clients and internal stakeholders
  3. Stay up-to-date with industry trends and regulatory changes
  4. Collaborate with other financial advisors to share best practices and ideas

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
  • Minimum of 2 years of experience in a financial advisor role or equivalent experience in financial services
  • Demonstrated track record of new business development and client book management
  • Proven experience in a team-oriented consumer bank setting

Why Work for Us:

Citizens is a customer-centric company that values its employees and the communities it serves. As a member of our team, you will have access to training and tools to help you grow and succeed in your career. We offer a competitive compensation package, comprehensive benefits, and a dynamic work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

Working at Citizens:

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity and promotes equal opportunities for all employees and applicants. We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan and paid time off. Our company culture is built around teamwork, collaboration, and a commitment to excellence. If you are a talented and motivated individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this exciting role.