-
Financial advisor
3 weeks ago
Infinity Ventures Arlington, United StatesFor over 90 years, Sparda-Bank Nürnberg eG has been successfully operating in our region. We are the largest cooperative bank in northern Bavaria and have been ranked as having the most satisfied customers by Kundenmonitor Deutschland for years. · We are currently seeking a Finan ...
-
beBee Handyman Whitehaven, MD, United States FreelanceI am scheduling an appointment for my husband, as we want to improve our family's financial health and obtain investment funds. Our main goal is to receive guidance and assistance in managing and optimizing our money to avoid ending up with zero at the end of the month. We also w ...
-
beBee Handyman Great Bend, KS, United States FreelanceI am renting a space and an outside investor wants to buy not only the space where I work, but also the surrounding spaces. I assume they want to set up a large commercial business in that area. The problem is, I have 10 years left until retirement and that space is all I have. I ...
-
Financial Advisor
2 weeks ago
PNC Financial Services Group Washington, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Financial Advisor
3 weeks ago
Prudential Financial Washington, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors - change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepre ...
-
Financial Advisor
1 week ago
Gamma Phi Beta Washington, United StatesApplication Deadline:October 31, 2023 · Purpose · A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities ...
-
Financial Advisor
1 week ago
New York Life - Tyson's Corner Washington, United StatesJob Description · Job DescriptionAre you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you We're seeking a motivated individual with strong communication skills and a passion for developing long-term rela ...
-
Financial Advisor
1 week ago
LPL Financial Washington, United States Full timeCredit Union · Financial Advisor - Andrews Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at An ...
-
Financial Advisor
19 hours ago
LPL Financial Washington, United States Full timeCredit Union · Financial Advisor - Andrews Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at An ...
-
Financial Advisor
3 weeks ago
Texas Trust Credit Union Arlington, United StatesLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
-
Financial Advisor
3 weeks ago
Texas Trust Credit Union Arlington, United StatesLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
-
Senior Financial Advisor
3 weeks ago
Bull Run Investment Management Washington, United StatesAbout Us: · Bull Run Investment Management is a dynamic, rapidly growing wealth management firm. Our diverse and innovative team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and tech ...
-
Financial Advisor, DOE
1 week ago
Dexis Consulting Group Washington, United StatesJob Description · Job DescriptionDexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. · Dexis embraces diversity, equity, and inclusion and strives to build and mainta ...
-
Associate Financial Advisor
3 weeks ago
RER Solutions, Inc. Washington, United StatesJob Description · Job DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. · R ...
-
Financial Advisor II
4 days ago
TD Bank Washington, United StatesJob Description · Work Location: · Washington, District of ColumbiaHours: · 40Pay Details: · $73,500 - $73,500 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple fact ...
-
Associate Financial Advisor
3 days ago
BECU Washington, United States Full timeAs the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. W ...
-
Associate Financial Advisor
3 weeks ago
BECU Washington, United States Full timeAs the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. W ...
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman Onaga, KS, United States FreelanceIn a short time, I will be receiving an inheritance from the UK and money from the sale of a house in the UK. I need to know how to proceed with taxes in both countries, etc.How do you feel about managing and organizing your finances? · I am not comfortable with my finances. · Wh ...
-
Financial Advisor II
4 days ago
TD Bank Washington, United StatesWork Location Washington, District of Columbia · Hours 40 · Pay Details $73,500 - $73,500 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are consi ...
-
Financial Advisor
3 weeks ago
First Command Financial Services, Inc. Alexandria, United StatesJob Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...
Private Client Financial Advisor- Washington, DC - Citizens
Description
At 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.
Primary responsibilities includeIdentify 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 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 and $250,000 per year based on performance and productivity against commission plan parameters.
For an overview of our benefits, visitWe 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, visitHours & 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
