PRIVATE CLIENT FINANCIAL ADVISOR - BOROUGH PARK - BROOKLYN, NY
Company: Citizens
Location: New York
Posted on: May 8, 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
Wealth Management 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.Responsibilities
- 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
solutionsQualifications
- 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 environmentPay TransparencyCommissioned 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 -.Hours and Work Schedule
- Hours per Week: -
- Work Schedule:#LI-Sourcer7 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, Freeport , PRIVATE CLIENT FINANCIAL ADVISOR - BOROUGH PARK - BROOKLYN, NY, Accounting, Auditing , New York, New York
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