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Private Client Financial Advisor

2 months ago

Canton, United States Citizens Full time
About the Role

Citizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing tailored financial advice and solutions to our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing and prospective clients to understand their financial goals and objectives.
  • Financial Planning: Use financial planning experience and discovery-based planning tools to complete comprehensive analyses of clients' assets, income, liabilities, cash flow, and tax status.
  • Investment Strategy: Evaluate and analyze client financial information and data to identify investment opportunities and develop suitable solutions to meet client goals.
  • Sales and Business Development: Engage with clients to promote and sell investment products and services, and work with business partners and referral sources to uncover new opportunities.
  • Collaboration and Partnership: Partner with other colleagues to implement solutions and provide exceptional customer service.
Requirements
  • Education and Certifications: Bachelor's degree or equivalent work experience, and Series 7 and 63 licenses, with CFP or CRC preferred.
  • Experience: 5+ years of industry-related experience, with a record of building internal partnerships and excellent oral and written communication skills.
  • Skills: Team-oriented with a strong work ethic and entrepreneurial spirit, digital literacy, and experience with financial planning tools, consumer lending, and banking solutions.
Compensation and Benefits

This is a commissioned-based role, with individuals in this position historically earning between $105,000 and $250,000 based on performance and productivity against commission plan parameters. Citizens offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.