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Job Description
Join Citizens as a Workplace Planning Associate to help affluent clients achieve their financial goals through personalized strategies and exceptional service. Collaborate with Wealth Advisors and Certified Financial Planners to ensure a seamless client experience.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3-5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
A minimum of two licenses: SIE, Series 6 (or 7), 63 (65 or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners