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Job Description
Join Citizens as a Workplace Planning Associate to engage with affluent clients and provide personalized financial planning. Contribute to their financial success while growing your career in a collaborative environment.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant experience
Experience working with affluent and high net worth clients
SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric, initiative-taking sales environment
Excellent written and verbal communication skills
Preferred Qualifications
Knowledge of industry regulatory requirements
Experience establishing and maintaining relationships with clients and internal partners
Benefits & Perks
Salary and opportunity to earn incentive compensationProfessional development and coaching