Private Client Financial Advisor - Williamsville, NY
Citizens
Williamsville, NY
8 days ago
$105,000 - $250,000
Job Description
Join Citizens as a Private Client Financial Advisor and help clients achieve their financial goals through personalized wealth management strategies. Collaborate with a team and leverage internal expertise to deliver a range of financial services.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance and preserve relationships with key partners
Grow existing relationships through partnership referrals
Tailor wealth management planning to meet client needs
Utilize knowledge of internal stakeholders and specialists
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid Insurance Life/Health/Variable licenses required or to be obtained within 60 days
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
Comfortable operating in a dynamic, entrepreneurial environment
Preferred Qualifications
Bachelor’s degree
Benefits & Perks
Competitive payComprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off policy exceeding local and state requirements