Private Client Financial Advisor - Borough Park, Brooklyn
Citizens
Brooklyn, NY
8 days ago
$105,000 - $250,000
Job Description
Citizens seeks a Private Client Financial Advisor to help clients achieve their financial goals through tailored wealth management strategies. The advisor will work collaboratively in a supportive environment, enhancing relationships and driving 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 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 programsPaid time off exceeding mandatory policies