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Job Description
As a Private Client Financial Advisor at Citizens, you will help individuals and families achieve their financial goals through personalized wealth management strategies. You will work collaboratively in a dynamic environment, leveraging your experience to build strong client relationships and drive business growth.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance 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 various services
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 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 programsPaid time off exceeding mandatory policies