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Wealth Management Advisor

2 months ago


Brooklyn, New York, United States Citizens Financial Group, Inc. Full time
Position Overview

At Citizens Financial Group, Inc., we pride ourselves on having a dedicated team of seasoned professionals who are committed to guiding individuals and families in achieving their financial aspirations.

Role Responsibilities

Our Private Client Financial Advisors (PCFAs) engage in comprehensive consultations to thoroughly assess a client's immediate and future financial objectives. They provide tailored strategies and solutions that align with the unique needs of each client.

Key Qualifications
  • Expertise in financial planning and investment strategies.
  • Strong interpersonal skills to build lasting client relationships.
  • Ability to analyze and interpret financial data effectively.
Why Join Us?

Becoming a part of our team means you will be equipped with the resources and support necessary to foster client success and drive your professional growth.