Join Citizens as a Workplace Planning Associate, where you'll build meaningful relationships with affluent clients, helping them achieve their financial goals through personalized strategies. Collaborate with a dedicated team to provide exceptional service and ensure a seamless client experience.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances through financial planning
Deepen and retain client relationships through proactive engagements
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in various business lines for a seamless client experience
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3-5 years of banking, wealth management or relevant experience
Experience working with affluent and high net worth clients
Minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining relationships with clients and internal partners