Private Client Financial Consultant

3 weeks ago


Verona, Wisconsin, United States Citizens Bank Full time
Private Client Financial Advisor

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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