Join Citizens as a Private Client Financial Advisor, where you'll help clients achieve their financial goals through personalized wealth management strategies. In a collaborative environment, you'll develop relationships and leverage partnerships to drive growth and client satisfaction.
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 (must be obtained within 60 days)
Minimum of 2 years in a Financial Advisor role or equivalent experience
Track record in new business development and client book management
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
Competitive payComprehensive medical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off policy exceeds mandatory requirements