Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through personalized planning and collaboration. You'll work in a dynamic environment, leveraging your expertise to build relationships and drive client engagement.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance and preserve relationships with key partners
Proactive client and prospect outreach
Grow existing relationships through partnership referrals
Tailor wealth management planning to meet client needs
Utilize knowledge of internal stakeholders for delivering services
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid Insurance Life/Health/Variable licenses or must obtain within 60 days
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 operating 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