-
Financial Advisor
1 week ago
Prudential Advisors White Plains, United StatesPrudential Advisors - · We are looking for Experienced Advisors to join our Team · You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. · Prudential will provide you wit ...
-
Titan Technologies University Gardens, United StatesAs a Senior Financial Advisor (m/f/d), you play a crucial role in our company by helping our clients achieve their financial and professional dreams. With your expertise and our wide range of financial products, you support our clients in reaching their goals - from planning for ...
-
Private Client Financial Advisor
2 weeks ago
Citizens White Plains, United StatesAt 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 a ...
-
Merrill Financial Solutions Advisor
1 week ago
Bank of America White Plains, United StatesMerrill Financial Solutions Advisor - Rockefeller Market · New York, New York;White Plains, New York · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is ...
-
Private Client Financial Advisor
1 week ago
Citizens White Plains, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Private Client Financial Advisor
1 week ago
Citizens White Plains, United States· At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. · In this role, youll deepen relationships with your clients by collaborating with peers across banking, lend ...
-
Financial Advisor, NY, NY
1 week ago
Santander Holdings USA Inc New York, United States Full timeFinancial Advisor, NY, NYCountry: United States of AmericaAchieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis · Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the ...
-
Private Client Financial Advisor
10 hours ago
Citizens White Plains, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Private Client Financial Advisor
2 weeks ago
Citizens White Plains, United StatesDescription · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across bank ...
-
Private Client Financial Advisor
1 week ago
Citizens White Plains, United StatesDescription · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across bank ...
-
Private Client Financial Advisor
1 week ago
Citizens White Plains, NY, United StatesAt 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 a ...
-
beBee Handyman University Gardens, NY, United States FreelanceI am in need of comprehensive wealth management guidance. I have a series of financial assets (stocks) that I would like to transfer towards the acquisition and/or purchase of a home, and I would like to receive advice on how much capital to move and how to do so according to my ...
-
Financial Advisor
1 week ago
CNO Financial Group New Rochelle, United StatesJoin Us to Earn More Money and Make a Real Impact · Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group · As a Fi ...
-
Financial Advisor
5 days ago
CNO Financial Group New Rochelle, United StatesJoin Us to Earn More Money and Make a Real Impact · Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group · As a Fin ...
-
Bank of America Scarsdale, United StatesFinancial Solutions Advisor Registration Candidate - Consumer Investments - Scarsdale Financial Center · Scarsdale, New York · **Job Description:** · This job will be open and accepting applications for a minimum of seven days from the date it was posted. · At Bank of America ...
-
Financial Advisor
2 weeks ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
-
Financial Advisor
1 week ago
Lenox Advisors Stamford, United StatesJob Description · If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and ...
-
Financial Advisor
2 weeks ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
-
Financial Advisor
3 weeks ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
-
Financial Advisor
20 hours ago
Northwestern Mutual Stamford, United StatesThe ideal candidate will reside around the area of Stamford, Westport, or Fairfield, CT and have a strong desire to help people financially grow. To deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortabl ...
Private Client Financial Advisor - White Plains, United States - 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, based on performance and productivity against commission plan parameters.
For an overview of our 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 very local and state jurisdiction in the United States.
For an overview of our benefits, visitHours & Work Schedule
Hours per Week: 40
Work Schedule:
Varies
#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
Private Client Financial Advisor professionals in White Plains
-
Matthew Aventuro '22
recent college graduate