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Investment Portfolio Manager
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Wealth Management Professional
2 months ago
Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, 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: Create a tailored financial plan that meets the unique needs and goals of each client.
- Enhance and Preserve Relationships: Foster strong relationships with key partners and business associates to drive client introductions and engagement.
- Proactive Client Outreach: Promote Citizens Wealth Management capabilities to clients and prospects through proactive outreach and engagement.
- Grow Existing Relationships: Leverage partnership referrals to expand your client base and drive business growth.
- Tailor Wealth Management Planning: Deliver customized financial planning and investment solutions to meet the evolving needs of clients.
- Collaborate with Internal Stakeholders: Work closely with internal specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.
- Professional Certifications: Hold active and valid Series 7, 63, and 65 (or 66) licenses.
- Insurance Licenses: Possess a valid, active Insurance Life/Health/Variable license or obtain one within 60 days of starting the role.
- Experience: Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
- Track Record: Demonstrate a proven track record in new business development and client book management.
- Team-Oriented Environment: Proven experience working in a team-oriented consumer bank setting.
- High-Net-Worth Experience: Familiarity with servicing high-net-worth individuals.
- Dynamic Environment: Comfortable operating in a dynamic, entrepreneurial environment.
- Education: Bachelor's degree preferred.
This is a commissioned-based role with a competitive compensation package. Historically, individuals in this role have earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters.
Equal Employment OpportunityCitizens is an equal employment opportunity employer and values diversity, equity, and inclusion. We treat everyone with respect and professionalism and make employment decisions based solely on experience, performance, and ability.
