Join Citizens as a Workplace Planning Associate to engage directly with affluent clients and provide personalized financial planning. Collaborate with Wealth Advisors to exceed client expectations and enhance their financial goals.
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 engagement
Provide exceptional client experiences
Engage Wealth Advisors and Certified Financial Planners
Leverage Salesforce CRM to track activity
Collaborate with colleagues in other lines of business
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking or wealth management experience
Experience with affluent and high-net-worth clients
SIE and Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Preferred Qualifications
Demonstrated success in a client-centric sales environment
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Compensation package including incentive compensationCustomer-centric culture and support for career growth