Private Client Financial Advisor
Company: Citizens
Location: Brookline
Posted on: November 19, 2022
Job Description:
DescriptionCitizens 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.Responsibilities
Identify client objectives and goals;
then monitor progress throughout the financial lifecycleBroaden and
deepen affluent client relationships in investment, deposit, and
lendingBecome a trusted advisor who earns referrals from existing
clientsEngage prospects to promote and sell investment products and
servicesEvaluate and analyze client financial information and
dataUse planning and discovery tools to uncover perspective
opportunitiesDevelop and present suitable solutions to meet client
goalsPartner with other colleagues to implement solutions
-Qualifications
- 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 environmentBenefitsWe offer competitive pay, comprehensive
medical, dental and vision coverage, retirement benefits,
maternity/paternity leave, flexible work arrangements, education
reimbursement, wellness programs and more.Why work with us
- Colleague development: -We offer a clear career path, in-depth
training, coaching and mentoring to help you reach your
potential
- Outstanding resources: -We have access to big data analytics,
technology, referrals and industry-wide tools to help target and
grow your client relationships
- Commitment to community: -We give back to the communities you
work in and live in by volunteering and donating to charitiesAwards
we've received
- Best Places to Work for LGBTQ Equality - 100% Corporate
Equality Index (2020)
- Military Friendly Employer (2021)
- Dave Thomas Foundation - Best Adoption-friendly Workplace
(2020)
- Diversity, Inc. - Top 50 companies for diversity (2020)*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. 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.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.Equal
Employment OpportunityCitizens, its parent, subsidiaries, and
related companies provide equal employment and advancement
opportunities to all colleagues and applicants for employment
without regard to age, ancestry, color, citizenship, physical or
mental disability or perceived disability, ethnicity, gender,
gender identity or expression, 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
Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank,
N.A. and each of its respective affiliates.
Keywords: Citizens, Brookline , Private Client Financial Advisor, Other , Brookline, Massachusetts
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