Private Client Financial Advisor
Company: Citizens
Location: Buffalo
Posted on: April 16, 2024
|
|
Job Description:
DescriptionAt Citizens, tailored advice, personalized
experiences, and innovative ideas, products, and solutions, are
central to helping clients navigate changing circumstances. - In
this role, you'll deepen relationships with your clients by
collaborating with peers across banking, lending and investing,
helping them with short- and long-term financial goals. -
Citizens Securities, Inc. is honored to be a high-quality provider
in the investment industry. Focused on growing our market share,
we're hiring Private Client Financial Advisors to proactively
identify and sell a broad array of investment, insurance, and bank
products.
Private Client Financial Advisors are their clients' primary
trusted advisor. In this role, they will meet with existing and
prospective clients to understand their investment and lending
needs. They use financial planning experience and our
discovery-based planning tools to complete comprehensive analyses
of your clients' assets, income, liabilities, cash flow and tax
status. Then they compare and evaluate investment options, identify
investment strategies, and recommend potential products based on
suitability.
Private Client Financial Advisors work with a variety of business
partners and referral sources to uncover and identify prospective
opportunities. Our Private Client Financial Advisors are adept at
growing existing relationships, using partnership referrals, and
conducting new business development. Through strong relationships
with branch colleagues - within a given territory - and individual
proactive outreach, they are poised to meet and exceed sales
goals.
Primary responsibilities include
Identify client objectives and goals; then monitor progress
throughout the financial lifecycle
Broaden and deepen affluent client relationships in investment,
deposit, and lending
Become a trusted advisor who earns referrals from existing
clients
Engage prospects to promote and sell investment products and
services
Evaluate and analyze client financial information and data
Use planning and discovery tools to uncover perspective
opportunities
Develop and present suitable solutions to meet client goals
Partner with other colleagues to implement solutions
Qualifications, Education, Certifications and/or Other Professional
Credentials
Series 7 and 66 (65 and 63), Life Accident & Health licenses
CFP or CRC preferred
Bachelor's degree or equivalent work experience
5+ years of industry related experience
Record of building internal partnerships
Excellent oral and written communication skills
Team oriented with a strong work ethic and entrepreneurial
spirit
Experience using financial planning tools
Familiarity with consumer lending and banking solutions
Digital literacy and experience
Experience with investment product referrals and sales
Knowledgeable of regulatory requirements to ensure a sound control
environment
Pay Transparency
Commissioned based. - Individuals in this role have historically
earned between $105,000 - $250,000 per year, based on -performance
and productivity against commission plan parameters. -
We offer competitive pay, comprehensive medical, dental and vision
coverage, retirement benefits, maternity/paternity leave, flexible
work arrangements, education reimbursement, wellness programs and
more. Note, Citizens' paid time off policy exceeds the mandatory,
paid sick or paid time-away policy of very local and state
jurisdiction in the United States. For an overview of our benefits,
visit https://jobs.citizensbank.com/benefits.
Hours & Work Schedule
Hours per Week: -40
Work Schedule: varies
Some job boards have started using jobseeker-reported data to
estimate salary ranges for roles. This sales role is
commission-based. If you apply and qualify for this role, a
recruiter will discuss accurate pay guidance.
Equal Employment OpportunityAt Citizens we value diversity, equity
and inclusion, and treat everyone with respect and professionalism.
Employment decisions are based solely on experience, performance,
and ability. Citizens, its parent, subsidiaries, and related
companies (Citizens) provide equal employment and advancement
opportunities to all colleagues and applicants for employment
without regard to age, ancestry, color, citizenship, physical or
mental disability, perceived disability or history or record of a
disability, ethnicity, gender, gender identity or expression
(including transgender individuals who are transitioning, have
transitioned, or are perceived to be transitioning to the gender
with which they identify), genetic information, genetic
characteristic, marital or domestic partner status, victim of
domestic violence, family status/parenthood, medical condition,
military or veteran status, national origin,
pregnancy/childbirth/lactation, colleague's or a dependent's
reproductive health decision making, race, religion, sex, sexual
orientation, or any other category protected by federal, state
and/or local laws.Equal Employment and Opportunity EmployerCitizens
is a brand name of Citizens Bank, N.A. and each of its respective
affiliates.Why Work for UsAt Citizens, you'll find a
customer-centric culture built around helping our customers and
giving back to our local communities. When you join our team, you
are part of a supportive and collaborative workforce, with access
to training and tools to accelerate your potential and maximize
your career growth
Keywords: Citizens, West Seneca , Private Client Financial Advisor, Accounting, Auditing , Buffalo, New York
Click
here to apply!
|