Private Client Financial Advisor - Williamsville, NY
Citizens
Williamsville, NY
8 days ago
$105,000 - $250,000
Job Description
Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through tailored wealth management strategies. Collaborate in a supportive environment that prioritizes client interests and personal growth, while enjoying competitive pay and comprehensive benefits.
Key Responsibilities
Develop a high-quality wealth management practice with personalized strategies
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 to deliver various services
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid, active 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
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 programsPaid time off policy exceeding mandatory requirements