As a Private Client Financial Advisor at Citizens, you will help clients achieve their financial goals through personalized wealth management strategies. Collaborate with business partners to uncover new opportunities and enhance client relationships, all while working in a supportive team environment focused on professional 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 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