Private Client Financial Advisor - Poughkeepsie, NY
Citizens
Rhinebeck, NY
3 days ago
$105,000 - $250,000
Job Description
Join Citizens as a Private Client Financial Advisor and help individuals and families achieve their financial goals. Collaborate in a dynamic environment to develop tailored wealth management strategies, enhance client relationships, and drive business growth.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance and preserve relationships with key partners
Proactive client and prospect outreach
Grow existing relationships through partnership referrals
Tailor wealth management planning
Utilize internal stakeholders and specialists for service delivery
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid, active Insurance Life/Health/Variable licenses
Minimum of 2 years in a Financial Advisor role or equivalent experience
Demonstrated track record in new business development and client book management
Proven experience in a team-oriented consumer bank setting
Familiarity with servicing high-net-worth individuals
Preferred Qualifications
Bachelor’s degree
Benefits & Perks
Comprehensive medical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off exceeding mandatory policies