This job is closed
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About the position
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Responsibilities
- Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
- Enhance and preserve relationships with key partners to boost client introductions and engagement.
- Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
- Tailor wealth management planning to meet client needs.
- Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Requirements
- Series 7, 63, 65 (or 66) active and valid.
- A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
- A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
- 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.
Nice-to-haves
- Bachelor's degree is preferred.
Benefits
- Competitive pay
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy exceeds mandatory requirements
