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Job Description
Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through personalized wealth management strategies. Collaborate with a dynamic team to enhance client relationships and drive business growth in a supportive environment.
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 internal stakeholders and specialists in delivering services
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid Insurance Life/Health/Variable licenses
Minimum of 2 years in a 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 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 programsExceeds mandatory paid time off policy