Join Citizens as a Private Client Financial Advisor and help individuals and families achieve their financial goals. You'll work collaboratively to develop tailored financial plans, enhance client relationships, and drive business growth in a supportive environment.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance relationships with key partners to boost client introductions
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
Active Insurance Life/Health/Variable licenses
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 exceeding mandatory policies