Private Wealth Advisor
2 days ago
Citizens Private Bank is seeking a talented individual to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing planning and solutions to high net worth and ultra high net worth clients.
Key Responsibilities:
- Manage a portfolio of high net worth and ultra high net worth clients, providing personalized financial planning and investment advice.
- Develop and implement customized investment strategies to meet the unique needs and goals of each client.
- Collaborate with cross-functional teams to provide comprehensive financial solutions to clients.
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
- Meet with clients to discuss their financial goals and objectives, and provide recommendations for achieving those goals.
Requirements:
- 7+ years of experience in private wealth management or a related field.
- Bachelor's degree in a relevant field, such as finance or business.
- CFP certification or 65 license required.
Why Work for Us:
Citizens is a customer-centric organization that values its employees and provides opportunities for career growth and development. We offer a competitive salary and benefits package, as well as a collaborative and supportive work environment.
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