Private Client Financial Advisor

5 days ago


Canton, Ohio, United States Citizens Full time
About the Role

Citizens is seeking a Private Client Financial Advisor to join our team. As a key member of our organization, you will be responsible for building and maintaining relationships with affluent clients, providing tailored financial solutions, and driving business growth.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.
  • Collaborate with colleagues across banking, lending, and investing to provide a seamless client experience.
  • Identify and pursue new business opportunities, leveraging your expertise and network to drive revenue growth.
  • Stay up-to-date on industry trends, regulatory requirements, and product offerings to ensure you are providing the best possible solutions for your clients.
  • Work closely with clients to understand their needs, preferences, and concerns, and tailor your approach to meet their individual needs.
Requirements
  • Series 7 and 66 (65 and 63) licenses, with a strong understanding of investment products and services.
  • CFP or CRC certification, with a focus on financial planning and wealth management.
  • 5+ years of experience in the financial services industry, with a proven track record of building strong client relationships and driving business growth.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations and provide creative solutions.
What We Offer

Citizens is committed to providing a supportive and collaborative work environment, with opportunities for professional growth and development. As a Private Client Financial Advisor, you will have access to:

  • A comprehensive training program, designed to help you develop your skills and knowledge in financial planning, wealth management, and investment products.
  • A competitive compensation package, with opportunities for bonuses and commissions based on performance.
  • A range of benefits, including health insurance, retirement plans, and paid time off.
  • The opportunity to work with a talented and dedicated team, passionate about delivering exceptional client service and driving business growth.

Citizens is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.



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