High-Net-Worth Wealth Strategist

Citizens employs a group of experienced advisors to help individuals and families achieve their financial goals. As a Private Client Financial Advisor, you will conduct thorough discoveries to understand clients' short- and long-term objectives and construct tailored financial plans that meet their needs.

The ideal candidate excels in a collaborative environment that emphasizes client interests and personal growth. You will work directly with various business partners and centers of influence to identify prospective opportunities and develop a high-quality wealth management practice.

Key responsibilities include:

• Creating a personalized wealth management strategy for clients
• Enhancing relationships with key partners to boost client introductions and engagement
• Proactive outreach promoting Citizens Wealth Management capabilities
• Growing existing relationships through partnership referrals
• Tailoring wealth management planning to meet client needs

To succeed in this role, you will need:

• Series 7, 63, and 65 (or 66) licenses
• A valid Insurance Life/Health/Variable license or ability to obtain within 60 days
• A minimum of 2 years of experience in a Financial Advisor role or equivalent experience in financial services
• Demonstrated track record in new business development and client book management

This is a commissioned-based sales role with estimated earnings between $105,000 and $250,000 per year based on performance and productivity. Benefits include competitive pay, comprehensive medical and dental coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, and more.

Citizens is an equal employment opportunity employer committed to fostering an inclusive culture. Employment decisions are based solely on experience, performance, and ability. This role requires a background check as a condition of employment.