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Financial Services Professional
2 months 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.
The ideal candidate will have a proven track record of top-ranked sales performance and experience with virtual and phone-based servicing and sales. You will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements.
Key Responsibilities- Focus on clients: Deliver world-class customer service and analyze client investment needs to achieve sales growth goals.
- Drive sales: Proactively seek ways to develop and expand client relationships and identify investment strategies and potential products based on market conditions and client circumstances.
- Build book of business: Maximize personal efficiency and have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals.
- Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills.
- Active Series 7, and 63), 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. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.
We are an equal employment opportunity employer and value diversity, equity and inclusion. Employment decisions are based solely on experience, performance, and ability.
