Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through tailored wealth management strategies. Collaborate in a supportive environment to grow relationships and uncover new opportunities while enjoying competitive compensation and comprehensive benefits.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance relationships with key partners
Proactive client and prospect outreach
Grow existing relationships through referrals
Tailor wealth management planning
Utilize knowledge of internal specialists
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid Insurance Life/Health/Variable licenses
Minimum of 2 years in a Financial Advisor role or equivalent experience
Track record in new business development
Experience in a team-oriented consumer bank setting
Familiarity with high-net-worth individuals
Comfortable in a dynamic, entrepreneurial environment
Preferred Qualifications
Bachelor’s degree
Benefits & Perks
Comprehensive medical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsGenerous paid time off policy