Private Client Financial Advisor - Canal Street (Manhattan)
Citizens
New York, NY
11 days ago
$105,000 - $250,000
Job Description
Join Citizens as a Private Client Financial Advisor, where you'll collaborate with clients to create tailored financial strategies and grow relationships. Leverage your expertise to enhance wealth management practices and achieve your clients' financial goals in a supportive, team-oriented environment.
Key Responsibilities
Develop a high-quality wealth management practice
Enhance relationships with key partners for client engagement
Proactive client and prospect outreach
Grow existing relationships through partnership referrals
Tailor wealth management planning to client needs
Utilize knowledge of internal stakeholders for delivering services
Required Qualifications
Series 7, 63, 65 (or 66) active and valid
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
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