- 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 solutions
- 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
- Hours per Week:
- Work Schedule:
-
Financial Advisor
1 week ago
Eclipse Innovations Stanhope, United StatesWith nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, specializing in insurance and retirement planning. · Join a community where collaboration is valued – and has been for over 100 years. · We ...
-
Financial Advisor
1 week ago
Integrated Financial Concepts Inc Roseland, United StatesAbout the job Financial Advisor (Experienced) · Job Title: Financial Advisor (Experienced) · Company: Integrated Financial Concepts · This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. ...
-
Private Client Financial Advisor
5 days ago
Citizens Caldwell, 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 ...
-
Private Client Financial Advisor
5 days ago
Citizens Caldwell, 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 ...
-
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
6 days ago
Equitable Advisors Union, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
1 week ago
Equitable Advisors LLC Union, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
beBee Handyman Canaan, CT, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Canaan, CT:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your annual ...
-
Financial Solutions Advisor
3 days ago
Bank of America Belleville, United StatesJob 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 how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Financial Advisor
3 days ago
Equitable Advisors Secaucus, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors at a g ...
-
Financial Advisor
1 week ago
Equitable Advisors Secaucus, United StatesEquitable Advisors Job Description · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to ou ...
-
Financial Advisor
6 days ago
Equitable Advisors Secaucus, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
5 days ago
Equitable Services Secaucus, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our office in Secaucus specializes in areas like retirement planning, insurance, tax mitigation strategies, and many other areas in finance. As a ...
-
Financial Advisor
1 week ago
Lincoln Investment Cranford, United StatesJob Description · Job Description · The Bergin Agency , based in · Cranford, NJ , is hiring for a new · Financial Advisor · (FA) opportunity. · As a locally owned, independent, full-service financial and retirement planning firm, it has been providing services to clients si ...
-
Financial Advisor
1 week ago
Equitable Services Hoboken, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional. · After your first yea ...
-
Financial Advisor
2 weeks ago
Equitable Advisors Secaucus, United StatesThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provide ...
-
Financial Assistance Advisor
1 day ago
University Hospital Newark, United StatesThe primary purpose of the Financial Assistance Advisor position is to ensure that pertinent and accurate insurance information is obtained from the patient and subsequently updated in the hospital's computer system for billing purposes. Follows up o Financial, Advisor, Banking, ...
-
Financial Advisor
3 days ago
Lincoln Investment Cranford, United StatesJob Description · Job DescriptionThe Bergin Agency, based in Cranford, NJ, is looking for three qualified Financial Advisors (FA). A locally owned, independent,full-service client centric financial and retirement planning firm , we have been providing services to clients since 19 ...
-
Financial Advisor
1 week ago
Columbia Bank (WA, OR & ID) Paramus, United StatesJob Description · Job Description · Location: · Bergen South Market · SUMMARY : Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the ...
-
Financial Assistance Advisor
1 day ago
University Hospital, Newark NJ Newark, United StatesResponsibilities: · The primary purpose of the Financial Assistance Advisor position is to ensure that pertinent and accurate insurance information is obtained from the patient and subsequently updated in the hospitals computer system for billing purposes. Follows up on pre-cert ...
Private Client Financial Advisor - Verona, United States - Citizens Financial Group, Inc.
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 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.
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 includeCommissioned based.
Individuals in this role have historically earned between $105,000 - $250,000, 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, visitHours & Work Schedule
Equal Employment Opportunity
At 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.
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.
View BenefitsAwards We've Received
FORTUNE's World's Most Admired Companies
Human Rights Campaign Corporate Equality Index 100 Award
Military Friendly Employer
Age-Friendly Institute's Certified Age-Friendly Employer
Bloomberg Gender Equality Index, Standout
Dave Thomas Foundation's Best Adoption-Friendly Workplace
DiversityInc
Top Regional Company for Diversity
Forbes America's Best Large Employers
National Organization on Disability's Leading Disability Employer