Financial Services Professional
1 week ago
Citizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.
Key Responsibilities- Proactively identify and sell a broad array of investment and insurance products to customers
- Develop and maintain strong relationships with clients to understand their financial needs and goals
- Analyze client information, including assets, income, debts, and other liabilities, to recommend investment strategies and present investment choices
- Compare and evaluate possible investment options to identify investment strategies and potential products based on market conditions and client circumstances
- Meet and exceed sales goals by delivering an exceptional virtual experience to clients
- Active Series 7 and 63 licenses, and life insurance licenses
- Established track record of top-ranked sales performance
- Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
- Able to adapt quickly to changing requirements or environments
Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
Our paid time off policy exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.
For an overview of our benefits, visit https://jobs.citizensbank/benefits.
Equal Employment OpportunityCitizens is an equal employment opportunity employer and values diversity, equity, and inclusion. Employment decisions are based solely on experience, performance, and ability.
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