Financial Services Professional

4 weeks ago


Conshohocken, Pennsylvania, United States Citizens Full time
### Job Summary

We are seeking a talented Financial Advisor to join our Wealth Management division. As a key role within our organization, 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
* 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 based on clients' information
* Analyze market conditions and clients' circumstances to identify investment opportunities

### Qualifications

* Active Series 7, 66 (65 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
* Ability to adapt quickly to changing requirements or environments

### Benefits

* Competitive pay, comprehensive medical, dental, and vision coverage
* Retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more

### Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.

### Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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