Private Client Financial Advisor

2 weeks ago


Langhorne, Pennsylvania, United States Citizens Full time
Job Summary

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 helping individuals and families achieve their financial goals through personalized financial planning and investment advice.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to clients' unique needs and goals.
  • Build and maintain strong relationships with clients, understanding their financial objectives and providing expert guidance to help them achieve success.
  • Collaborate with internal stakeholders and specialists to deliver a range of financial services, including investment management, insurance, and estate planning.
  • Stay up-to-date with industry trends and developments, ensuring clients receive the most effective and innovative financial solutions.
  • Meet or exceed sales targets and revenue goals, driving business growth and expansion.
Requirements
  • Series 7, 63, and 65 (or 66) licenses, with a valid, active insurance license (Life/Health/Variable) required or 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 of new business development and client book management.
  • Proven experience working in a team-oriented consumer bank setting.
  • Familiarity with servicing high-net-worth individuals.
  • Comfortable operating in a dynamic, entrepreneurial environment.
  • Bachelor's degree preferred.
What We Offer

Citizens provides a competitive compensation package, including a commission-based salary, comprehensive benefits, and opportunities for career growth and development. Our team-oriented culture and commitment to customer satisfaction make us an ideal place to build a successful career.


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