Financial Services Professional

3 weeks ago


Wynnewood, Oklahoma, United States Citizens Financial Group, Inc. Full time

Citizens Financial Group, Inc. is seeking a skilled Financial Services Professional to join our team as a Private Client Financial Advisor. In this role, you will work closely with high-net-worth individuals to understand their financial goals and develop tailored wealth management strategies.

The ideal candidate will have a strong background in financial planning, investment management, and insurance. You will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and delivering exceptional customer service.

Key responsibilities include:

  • Developing and implementing comprehensive wealth management plans for clients
  • Providing expert advice on investment management, insurance, and estate planning
  • Building and maintaining relationships with clients and business partners
  • Identifying new business opportunities and growing existing relationships

Qualifications include:

  • Series 7, 63, and 65 (or 66) licenses
  • Valid Insurance Life/Health/Variable license
  • Minimum 2 years of experience in a Financial Advisor role or equivalent experience in financial services
  • Demonstrated track record in new business development and client book management

Citizens Financial Group, Inc. offers a competitive compensation package, including a base salary and commission-based incentives. We also offer a comprehensive benefits package, including medical, dental, and vision coverage, retirement benefits, and paid time off.



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