As a Private Client Financial Advisor at Citizens, you'll help clients achieve their financial goals through personalized wealth management strategies. You will work collaboratively within a supportive environment, focusing on client interests and your own professional growth.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance relationships with key partners for client introductions
Proactive client and prospect outreach
Grow existing relationships through referrals
Tailor wealth management planning to client needs
Utilize knowledge of internal stakeholders for various services
Required Qualifications
Active Series 7, 63, 65 (or 66) licenses
Active Insurance Life/Health/Variable licenses
Minimum 2 years in Financial Advisor role or equivalent experience
Track record in new business development and client book management
Experience in a team-oriented consumer bank setting
Familiarity with high-net-worth individuals
Ability to work in a dynamic, entrepreneurial environment
Preferred Qualifications
Bachelor’s degree
Benefits & Perks
Comprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off policy exceeding mandatory requirements