-
Financial Advisor
1 week ago
Bankers Life Mentor, 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. · ResponsibilitiesProvide fi ...
-
Private Client Financial Advisor
2 weeks ago
Citizens Mentor, 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 Fairport Harbor, OH, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Fairport Harbor, OH: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 is your ...
-
Career changer to financial advisor
4 days ago
Nexus Innovations Parma Heights, OH, United States FreelanceAt Parma Heights, OH, we believe in fair consultation, putting our customers' needs at the forefront of our actions, and speaking their language - this is what sets us apart as a cooperative bank. Our customers are important to us, just like our employees. Since 1858, we have bee ...
-
Private Client Financial Advisor
1 week ago
Citizens Mentor-on-the-Lake, United StatesNow hiring in Middle Village, New York · Description · 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 arr ...
-
beBee Handyman Bentleyville, OH, United States FreelanceGood afternoon, · My situation is that I no longer want to continue paying rent for the space where I run my business, and I am also looking for a place to live. I have saved 40,000 € and the asking price for a local of approximately 100 square meters with exterior windows on bot ...
-
Financial Advisor
3 weeks ago
Peak Wealth Solutions Cleveland, United StatesPeak Wealth Solutions is seeking a Financial Advisor to join our growing team and support our existing Advisors and clients. As we continue to grow and experience is gained, we expect this Advisor to step into a lead Financial Advisor responsible for leading client relationships. ...
-
Financial Advisor
2 weeks ago
Prudential Financial Cleveland, United StatesPrudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look t ...
-
Financial Advisor
1 week ago
LPL Financial Cleveland, United StatesYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ohio Savings Bank in Cleveland, OH would allow you to join the Investment Program at Ohio Savings B ...
-
Financial Advisor
6 days ago
Intentional Wealth Partners Cleveland, United States· Intentional Wealth Partners in Middleburg Heights, OH is seeking a Financial Advisor to join our team. We pride ourselves on offering tailored financial solutions that empower clients to achieve their long-term goals. As a Financial Advisor with us, you will have the opportuni ...
-
Financial Advisor
3 weeks ago
United Bank Forest City, United StatesJob Description · The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incre ...
-
Financial Advisor
5 days ago
LPL Financial Cleveland, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Flagstar Bank in Cleveland, OH would allow you to join the Investment Program at Flagstar Bank as a ...
-
Financial Advisor
2 days ago
Northwestern Mutual Cleveland, United StatesJob Description · Job DescriptionSalary: · Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for over 165 years. Join us and become a part of a renowned company that values dive ...
-
Attorney
2 weeks ago
State Farm Lake Station, United States Full timeOverview · We are not just offering a job but a meaningful career Come join our passionate team · As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inc ...
-
Experienced Financial Advisor
3 weeks ago
Vantage Financial Cleveland, United StatesHelp your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor with Vantage Financial Group, Inc & Cetera Advisor Networks LLC. You will provide financial planning, financial advice, investment management service and guidance ...
-
HFA Financial Advisor
1 week ago
Huntington Bancshares, Inc. Beachwood, United StatesWelcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice The Huntington Financial Advisors group seeks professionals with the passion and drive to Financial Advisor, Advisor, Fi ...
-
Experienced Financial Advisor
3 weeks ago
Cetera Financial Group Cleveland, United StatesHelp your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their finan ...
-
HFA Financial Advisor
3 weeks ago
Huntington Bancshares, Inc. Beachwood, United States· Summary: · Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasti ...
-
HFA Financial Advisor
1 week ago
Huntington Bancshares, Inc. Twinsburg, United States· Summary:Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting ...
-
Associate Financial Advisor
6 days ago
Intentional Wealth Partners Cleveland, United States· We are looking for someone with a strong financial background who would like to grow into a lead financial planner with our company. In order to love this job, you should be comfortable discussing money and divorce. These are our areas of expertise and topics that will be at t ...
Private Client Financial Advisor - Mentor, 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, youll 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. 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 include
+ 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
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, colleagues or a dependents 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 Employer
Citizens 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
05/24/2024
