Join Citizens as a Private Client Financial Advisor, where you'll help individuals and families achieve their financial goals through personalized wealth management strategies. Collaborate with a team focused on client interests and professional growth while utilizing your expertise in financial planning and investment management.
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
Utilize knowledge of internal stakeholders and specialists
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
Track record in new business development
Experience in a team-oriented consumer bank setting
Familiarity with 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 policy exceeding mandatory requirements