Financial Planning Expert

3 weeks ago


Toledo, Ohio, United States Citizens Full time
Role Overview

We are seeking a skilled Financial Planning Expert to join our team. This role involves developing high-quality wealth management practices, enhancing relationships with key partners, and promoting Citizens Wealth Management capabilities.

The ideal candidate will have a proven track record in new business development and client book management, as well as experience working in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals is also desirable.

Key Responsibilities
  • Develop a tailored financial plan that meets clients' goals.
  • Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
  • Grow existing relationships through partnership referrals.

This role offers a competitive salary of $105,000-$250,000 based on performance and productivity against commission plan parameters.


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