Join Citizens as a Wealth Management Client Associate, where you’ll engage with affluent clients, provide personalized financial planning, and collaborate with Wealth Advisors to help clients achieve their financial goals. This role emphasizes client relationship building and offers the opportunity to thrive in a supportive, customer-centric culture.
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 client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues across different lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking or wealth management experience
Experience with affluent and high net worth clients
Minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining client relationships
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Salary and opportunity to earn incentive compensationAccess to training and tools for career growth