Private Wealth Manager

1 week ago


Plymouth Meeting, Pennsylvania, United States Citizens Full time

Citizens seeks an experienced Private Client Financial Advisor (PCFA) to provide expert financial guidance to high net worth individuals and families. As a PCFA, you will play a crucial role in helping clients achieve their long-term financial goals and objectives.

To succeed in this role, you will need:

  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients and partners
  • Strong analytical and problem-solving skills

Key responsibilities include:

  • Developing and implementing comprehensive financial plans
  • Providing ongoing financial guidance and support
  • Identifying and pursuing new business opportunities

We offer a competitive compensation package, including a base salary and commissions, as well as a range of benefits, including medical, dental, and vision coverage, retirement benefits, and more. The estimated annual salary for this position is $130,000 - $230,000, depending on performance and location.



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