Private Client Financial Advisor - Canal Street (Manhattan)
Citizens
New York, NY
11 days ago
$105,000 - $250,000
Job Description
Join Citizens as a Private Client Financial Advisor, where you'll leverage your expertise to help clients achieve their financial goals while collaborating in a supportive environment. With a focus on personalized wealth management and relationship building, you will have the opportunity to thrive in a dynamic setting.
Key Responsibilities
Develop personalized wealth management strategies
Enhance relationships with key partners for client introductions
Proactively outreach clients and prospects
Grow existing relationships through partnerships
Tailor wealth management planning to client needs
Utilize knowledge of internal stakeholders for various 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
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
Competitive payComprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsExceeds mandatory paid time off policy