Private Client Senior Financial Advisor

Description

Citizens Wealth Management is honored to be a high-quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring hardworking Private Client Senior Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.

The successful candidate will work a book of business and meet with their clients to resolve their investment needs, recommend investments strategies and present investment solutions by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Private Client Senior Financial Advisor will establish links with mortgage loan officers and business bankers but will work independently of branch referrals. The Private Client Senior Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Private Client Senior Financial Advisor strives to meet and exceed identified sales goals.

Primary responsibilities include

• Exceed customer expectations :  Aspire to deliver extraordinary customer service
• Drive sales through service :   Analyze the customer’s investment needs and achieve sales and referral goals by developing a positive customer experience
• Build book of business :  Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
• Maximize personal productivity :  Desire to maximize personal productivity through attention to detail, self-motivation, and adaptability to achieve branch and personal goals
• Grow your own capabilities :  Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Qualifications, Education, Certifications and / or Other Professional Credentials

Hours and Work Schedule

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $300,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https : / / jobs.citizensbank.com / benefits.

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 every local and state jurisdiction in the United States. For an overview of our benefits, visit https : / / jobs.citizensbank.com / benefits.

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 Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides 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, transgendered and transitioning individuals, 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. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.

Why Work for Us

At 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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Salary : $105,000 - $300,000