Private Client Financial Advisor - Poughkeepsie, NY
Citizens
Middletown, NY
8 days ago
$105,000 - $250,000
Job Description
Join Citizens as a Private Client Financial Advisor, where you'll guide individuals and families in achieving their financial goals through personalized wealth management strategies. Collaborate with a dedicated team and leverage your expertise to foster strong client relationships and drive business growth.
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 knowledge of internal stakeholders in delivering services
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid Insurance Life/Health/Variable licenses (or must be obtained within 60 days)
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 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 programsPaid time off policy exceeding mandatory requirements