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Job Description
Join Citizens as a Full-Time Overnight Advocate, where you'll engage with affluent clients to provide world-class financial planning and advice. Be part of a supportive team dedicated to client satisfaction and continuous improvement.
Key Responsibilities
Engage directly with affluent and high-net-worth clients
Acquire and onboard new clients through outbound calling and introductions
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Partner with Wealth Advisors and Certified Financial Planners
Leverage Salesforce CRM to track activity
Achieve growth in net new investment assets and deposits
Required Qualifications
Bachelor’s degree (preferred)
Experience working with affluent and high net worth clients
SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses