Private Client Financial Advisor

4 days ago


Blue Bell, Pennsylvania, United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Financial Advisor to join our team in Blue Bell, PA. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.

Key Responsibilities
  • Develop a High-Quality Wealth Management Practice
    • Construct a tailored financial plan that meets the client's goals and objectives
    • Provide ongoing financial planning and investment advice to clients
  • Enhance and Preserve Relationships with Key Partners
    • Build and maintain relationships with key business partners and centers of influence
    • Identify and pursue new business opportunities
  • Proactive Client and Prospect Outreach
    • Develop and implement a proactive outreach strategy to engage with clients and prospects
    • Utilize internal stakeholders and specialists to deliver a range of services
  • Grow Existing Relationships through Partnership Referrals
    • Identify and pursue partnership opportunities with other financial institutions and organizations
    • Develop and maintain relationships with key partners and referral sources
Requirements
  • Series 7, 63, 65 (or 66) Active and Valid
  • Valid, Active Insurance Life/Health/Variable Licenses
  • Minimum of 2 Years in a Financial Advisor Role or Equivalent Experience
  • 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
Compensation and Benefits

Citizens offers a competitive compensation package, including a base salary and commission-based incentives. Additionally, we offer a comprehensive benefits package, including medical, dental, and vision coverage, retirement benefits, and paid time off.


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