-
Private Client Financial Advisor
2 weeks ago
CFA Institute Branford, 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, you'll deepen relationships with your clients by collaborating with peers across banking, len ...
-
Financial Advisor
2 weeks ago
Ameriprise Financial New Haven, United StatesObtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Financial ...
-
Private Client Financial Advisor
3 weeks ago
Citizens Branford, 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 ...
-
Financial Advisor
3 weeks ago
Guilford Savings Bank Guilford, United StatesJob Description · Job DescriptionAbout Grey Ledge Advisors: · Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175-ye ...
-
Financial Advisor
2 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job Description · Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create p ...
-
Financial Advisor
3 weeks ago
Blue Signal Search Connecticut, United StatesFinancial Advisor · Our client is a company committed to delivering personalized administrative and benefits services that empower clients to achieve their long-term financial goals. With a strong presence in the industry and a team of experienced professionals, they offer exper ...
-
Private Client Financial Advisor
3 weeks ago
Citizens Branford, United StatesJob Description · 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 ...
-
Private Client Financial Advisor
1 week ago
Citizens Branford, 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, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...
-
Private Client Financial Advisor
2 weeks ago
Citizens Branford, CT, 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, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...
-
Financial Advisor
3 weeks ago
Mygsb Guilford, United StatesGrey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175-year-old mutual savings bank in Guilford, CT. Our clients includ ...
-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Shelton, United StatesJob Description · Job DescriptionPeninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shelton WA area. · Peninsula Credit Union ...
-
Financial Advisor
2 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job DescriptionFinancial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passiv ...
-
Accounting & Financial Aid Advisor
3 weeks ago
Yale University New Haven, United StatesAssist in the day-to-day operations of the office to ensure the timely and accurate administration and delivery of graduate student funding. Assist in maintaining student records and reconciling student accounts. Responsible for a financial aid casel Accounting, Financial, Adviso ...
-
Financial Advisor Trainee
1 week ago
Raymond James Westport, United StatesJob Summary: · Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach b ...
-
Advisor, Financial Operations
2 weeks ago
Northwell Health Lake Success, United States Full timeProvides strategic direction and oversight of financial operations processes and outcomes. Oversees revenue policies and procedures, including billing for revenue generation. Identifies and provides solutions for areas of high risk in the revenue cycle, documentation or billing p ...
-
Financial & Wealth Advisors
2 weeks ago
Job Expo Connect Southport, United StatesJob Description · Job DescriptionWealth and Financial Advisor Opportunities Across the U.S. · We are collaborating with a prestigious client, a leader in the financial services industry, offering unparalleled opportunities for Wealth and Financial Advisors across major U.S. citie ...
-
Financial Aid Advisor
1 week ago
Post University Waterbury, United StatesJob Description · Job DescriptionJOB SUMMARY: Within the Division of the Office of Student Finance, the ADP Financial Aid Advisor (FAA) is responsible for working with all online and satellite students related to the tuition process for the university. This position coordinates t ...
-
Financial Solutions Advisor
3 weeks ago
Bank of America Rocky Hill, United StatesFinancial Solutions Advisor - Consumer Investments - Mercer County Market page is loaded · Financial Solutions Advisor - Consumer Investments - Mercer County Market · Apply · locations · Rocky Hill · Princeton Junction · Newtown · time type · Full time · posted on · Pos ...
-
Financial Advisor
2 weeks ago
Magellan Financial & Insurance Services, Inc. Thomaston, United StatesJoin Quality Senior Benefits LLC Today - · At Quality Senior Benefits LLC, we are dedicated to transforming retirement planning and financial advisory services. As a rapidly growing registered investment advisory (RIA) firm in Thomaston, CT, we pride ourselves on our commitment ...
-
sun life financial advisor
2 weeks ago
Sun Life Financial Stratford, United StatesYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
Private Client Financial Advisor - Branford, United States - CFA Institute
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.
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 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
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, visit.
Hours & Work Schedule
Hours per Week: 40
Work Schedule:
Varies
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
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.
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
#J-18808-Ljbffr