Private Client Financial Advisor
13 hours ago
Citizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals.
Key Responsibilities- Develop and implement personalized wealth management strategies for clients.
- Build and maintain strong relationships with key partners and centers of influence.
- Proactively identify and pursue new business opportunities.
- Collaborate with internal stakeholders to deliver a range of financial services, including planning, investment management, insurance, and estate planning.
- Series 7, 63, and 65 (or 66) licenses are required.
- A valid insurance license is also required, or must be obtained within 60 days of starting the role.
- A minimum of 2 years of experience in a financial advisor role or equivalent experience in financial services.
- Demonstrated track record of new business development and client book management.
- Proven experience working in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Ability to operate in a dynamic, entrepreneurial environment.
Citizens offers a competitive compensation package, comprehensive benefits, and opportunities for career growth and development.
Our benefits include medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, and wellness programs.
Equal Employment OpportunityCitizens is an equal employment opportunity employer and welcomes applications from diverse candidates.
We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.
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