Private Client Financial Advisor

2 weeks ago


Monroeville, Pennsylvania, United States Citizens Financial Group, Inc. Full time
About the Role

Citizens Financial Group, Inc. is seeking a Private Client Financial Advisor to join our team. As a Private Client Financial Advisor, you will be responsible for providing tailored financial advice and solutions to high net worth individuals and families.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide ongoing financial guidance and advice to clients, including investment, tax, and estate planning strategies.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
  • Collaborate with other professionals, such as attorneys and accountants, to ensure comprehensive and coordinated advice.
  • Stay up-to-date with market trends, regulatory changes, and industry developments to provide informed and expert advice to clients.
Requirements
  • Series 7 and 66 (65 and 63) licenses.
  • CFP or CRC certification preferred.
  • Bachelor's degree or equivalent work experience.
  • 5+ years of industry-related experience.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer

Citizens Financial Group, Inc. offers a competitive salary and bonus structure, as well as a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, please submit your application.


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