Private Client Financial Advisor
2 weeks ago
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.
- 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.
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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Monroeville, Pennsylvania, United States Citizens Full time{"title": "Private Client Financial Advisor Role", "description": "At Citizens, we're committed to helping our clients achieve their financial goals. As a Private Client Financial Advisor, you'll play a critical role in deepening relationships with our affluent clients by providing tailored advice and personalized experiences. **Key Responsibilities:** *...
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