-
Sbs Pathways Center
5 hours ago
University of Massachusetts Amherst Amherst, United States InternshipSHIP**Job no**: 523084 · **Work type**: Staff Full Time · **Location**: UMass Amherst · **Department**: Advising Center · **Union**: PSU · **Categories**: Program Administration/Management, College of Social and Behavioral Sciences · **About UMass Amherst** · UMass Amherst, the Commo ...
-
Prestige Beauty Advisor
5 days ago
Ulta Beauty Holyoke, United States**Experience** a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts. At Ulta Beauty, we're transforming the world one shade, one lash, one cut at a time. Be ...
-
Registered Nurse
4 days ago
Buffalo Center Amherst, United States Full timeRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuition Reimbursement Program · Gener ...
-
Auto Parts Counter Professional
1 week ago
Parts Authority LLC Windsor Locks, United StatesOverview: · Parts Authority, founded in 1972, is a leading national distributor of automotive replacement parts, tools/equipment and transmissions. Headquartered in Long Island, New York, Parts Authority is rapidly expanding, and today has more than 200 locations servicing custom ...
-
Lead Specialist
3 days ago
KeyCorp Amherst, United StatesLocation:4224 Ridge Lea Road - Amherst, New York 14226 We are not your typical Collections team At KeyBank, we pride ourselves on being client advisors. In this role, you will spend 90% of your day on the phone, helping our clients to bring their ac Collections, Specialist, Comme ...
-
Physical Therapist Assistant
1 week ago
Affinity Inc Amherst, United StatesJob Description · : Physical Therapist Assistant - PTA Full Time Direct Hire Competitive Compensation, based on experience Excellent Benefits Package New PTA Program Grads Welcome Location: Amherst, New York (suburb of Buffalo, NY)Physical Therapy Assistant team members assist w ...
-
School Nurse
5 days ago
Supplemental Health Care Amherst, United States Full timeJob Description: · Supplemental Health Care has partnered with a school district to hire a school nurse to work in Amherst, New York. As a school professional with SHC, you'll be supported by our Schools Center of Excellence, a dedicated team of recruiters and employment professi ...
-
Automotive Fleet Deletions Clerk- Full Time
1 week ago
Avis Budget Group Windsor Locks, United States Full time**Automotive Fleet Deletions Clerk** · **Pay: $16.50/hour** · Are you seeking immediate employment? Whether you have completed an automotive technician program, gained experience in an auto garage or dealership, put your extensive knowledge of cars to good use by becoming a value ...
-
Administrative Service Manager
3 days ago
Dead River Company Bernardston, United StatesDead River Company delivers energy and peace of mind to customers throughout Northern New England and New York with over 1,700 employees and a commitment to our core values of integrity, caring, and excellence. At Dead River Company we relate our success directly to the strength ...
-
Litigation Family Law Attorney/Amherst, NY
1 week ago
Cordell & Cordell Amherst, United StatesAMHERST LITIGATION FAMILY LAW ATTORNEY · Are you an experienced attorney looking for a new opportunity in the world of family law? The Litigation Family Law Attorney position is the perfect fit if you're ready to take on a new challenge that comes with industry-leading benefits. ...
-
Registered Nurse
1 week ago
Buffalo Center Amherst, United StatesJob Description · Job DescriptionRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuiti ...
-
PACU Nurse, Orthopedic Unit
6 days ago
EXCELSIOR ORTHOPAEDICS GROUP Amherst, United StatesThis position is responsible for providing quality care to patients undergoing ambulatory surgical intervention in the area of preadmission, admitting, recovery, and discharge. The Peri-Anesthesia Nurse provides direct patient care and other nursing services to the patient; this ...
-
Registered Nurse
5 days ago
Buffalo Center Amherst, United StatesJob Description · Job Descriptionb"Registered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tui ...
-
Registered Nurse
3 days ago
Buffalo Center Amherst, United StatesJob Description · Job DescriptionRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuiti ...
-
Buffalo Center Amherst, United StatesJob Description · Job DescriptionRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuiti ...
-
Registered Nurse
1 week ago
Buffalo Center Amherst, United States Full timeJob Description · Job DescriptionRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuiti ...
-
EXCELSIOR ORTHOPAEDICS GROUP Amherst, United States Part timeThis position is a seasonal Part Time position (approximately 20-30 hours/week). The approximate timeframe for this seasonal position is June through September. · This position is responsible for providing quality care to patients undergoing ambulatory surgical intervention in th ...
-
Operations Associate V
1 week ago
M&T Bank Amherst, United StatesOverview: · Provides advanced analytical and operational support to the Bank's Foreign Exchange, Interest Rate Derivatives and Fixed Income Portfolio Desks. · Primary Responsibilities: · * Completes medium complexity data entry and trade entry updates (documented/procedures) over ...
-
Registered Nurse
6 days ago
Buffalo Center Amherst, United StatesJob Description · Job DescriptionRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuiti ...
-
RN/LMSW/LISW/LCSW Case ManagerGreat Pay
6 days ago
Buffalo Center Amherst, United States Full timeJob Description · Job DescriptionRegistered Nurse · Buffalo Center is actively seeking motivated Registered Nurses to work for our Skilled Nursing Facility located in Buffalo, NY. · Full-time, Part-time and Per Diem shifts are available · Buffalo Center benefits include:Tuiti ...
Private Client Financial Advisor Amherst, New York Amherst, New York - Citizens Bank
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.
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
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.
#J-18808-Ljbffr
