Join Citizens as a Private Client Financial Advisor and help individuals and families achieve their financial goals. You will work in a collaborative environment, developing personalized wealth management strategies and enhancing client relationships.
Key Responsibilities
Develop 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
Utilize knowledge of internal stakeholders and specialists
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid, active 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
Comprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsCompetitive payPaid time off policy exceeding mandatory requirements