Personal Financial Strategist
3 days ago
Citizens is a leading financial institution dedicated to providing exceptional client experiences. As a Private Client Financial Advisor, you will play a key role in helping individuals and families achieve their financial goals through tailored financial plans.
You will work closely with clients to understand their unique needs and develop personalized strategies to meet those needs. Your expertise and guidance will help clients make informed decisions about their financial futures.
Main Responsibilities:
- Develop a high-quality wealth management practice that consistently delivers exceptional results.
- IDENTIFY OPPORTUNITIES FOR GROWTH AND DEVELOPMENT WITHIN CLIENT ACCOUNTS.
- PARTNER WITH CLIENTS TO CREATE A COMPREHENSIVE UNDERSTANDING OF THEIR FINANCIAL SITUATIONS.
- DEVELOP PERSONALIZED FINANCIAL PLANS THAT ALIGN WITH CLIENT OBJECTIVES.
- COLLATERALIZE WITH INTERNAL STAKEHOLDERS TO DELIVER EXCEPTIONAL CLIENT SERVICE.
- MONITOR CLIENT SATISFACTION AND IDENTIFY OPPORTUNITIES FOR GROWTH AND IMPROVEMENT.
The ideal candidate will possess a strong understanding of financial services, excellent communication skills, and a proven track record of success in a similar role. If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career opportunity, we encourage you to apply.
This commission-based role has historically earned $105,000 - $250,000 based on performance and productivity against commission plan parameters. For more information on benefits, visit Citizens Bank Benefits.
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