Private Client Financial Advisor
1 week 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 work closely with clients to understand their financial goals and develop tailored plans to achieve them.
Key Responsibilities- Develop and maintain a high-quality wealth management practice, providing personalized financial strategies to clients.
- Build and maintain strong relationships with key partners and centers of influence to drive client introductions and engagement.
- Proactively outreach to clients and prospects to promote Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals and tailored wealth management planning.
- Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning.
- Series 7, 63, 65 (or 66) active and valid licenses.
- A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role.
- 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.
- Proven experience in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Comfortable operating in a dynamic, entrepreneurial environment.
- Bachelor's degree is preferred.
This is a commissioned-based role, with individuals in this position historically earning between $105,000 and $250,000 based on performance and productivity against commission plan parameters. For more information on our benefits, please visit our website.
Work Schedule- Hours per Week: 40
- Work Schedule: Varies
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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