Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through personalized wealth management strategies. Collaborate with partners and leverage your expertise to drive client engagement and business growth in a supportive environment.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance and preserve relationships with key partners
Proactive outreach for client engagement
Grow relationships through partnership referrals
Tailor wealth management planning to meet client needs
Utilize knowledge of internal stakeholders in delivering services
Required Qualifications
Series 7, 63, 65 (or 66) licenses
Valid Insurance Life/Health/Variable licenses
Minimum 2 years in a Financial Advisor role
Track record in new business development
Experience in a team-oriented consumer bank setting
Familiarity with high-net-worth individuals
Preferred Qualifications
Bachelor’s degree
Benefits & Perks
Comprehensive medical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsGenerous paid time off policy