Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
Citizens
Rye, NY
8 days ago
$105,000 - $250,000
Job Description
As a Private Client Financial Advisor at Citizens, you'll help individuals and families achieve their financial goals through tailored wealth management strategies. This role emphasizes collaborative teamwork and proactive client engagement, providing a significant impact on clients' financial success.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance and preserve relationships with key partners
Proactive outreach to promote Citizens Wealth Management capabilities
Grow existing relationships through partnership referrals
Tailor wealth management planning to meet client needs
Utilize internal stakeholders and specialists for service delivery
Required Qualifications
Series 7, 63, 65 (or 66) active and 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
Proven experience in a team-oriented consumer bank setting
Familiarity with servicing high-net-worth individuals
Comfortable 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 exceeds mandatory requirements