Private Client Financial Consultant
3 weeks ago
At Citizens Bank, we are seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to our high net worth clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.
- Provide investment advice and guidance on asset allocation, portfolio management, and wealth transfer strategies.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
- Stay up-to-date with market trends, economic conditions, and regulatory changes, and apply this knowledge to provide informed advice to clients.
Requirements:
- Minimum 3 years of experience in financial planning, wealth management, or a related field.
- Strong knowledge of financial planning principles, investment products, and tax laws.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
- Opportunities for professional growth and development, including training and mentorship programs.
Location:
- Elizabeth, NJ
- East Orange, NJ
- Clinton, NJ
- South Orange, NJ
- Verona, NJ
- West Caldwell, NJ
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