Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through tailored wealth management strategies. Collaborate with a dynamic team and leverage your expertise to enhance 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 and specialists
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
Valid Insurance Life/Health/Variable licenses
Minimum 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 high-net-worth individuals
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