Jobs
>
Washington, D.C.

    Private Client Financial Advisor- Washington, DC - Citizens Financial Group, Inc.

    Citizens Financial Group, Inc.
    Citizens Financial Group, Inc. Washington, United States

    5 days ago

    Default job background
    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 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
    Pay Transparency

    Commissioned based.

    Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters.

    For an overview of our benefits, visit


    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, visit

    Hours & Work Schedule


    • Hours per Week:
    • Work Schedule:
    #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 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 Employer

    Citizens 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 Benefits

    Awards 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
  • Infinity Ventures

    Financial advisor

    1 week ago

    Infinity Ventures Arlington, United States

    For over 90 years, Sparda-Bank Nürnberg eG has been successfully operating in our region. We are the largest cooperative bank in northern Bavaria and have been ranked as having the most satisfied customers by Kundenmonitor Deutschland for years. · We are currently seeking a Finan ...

  • beBee Handyman

    Financial advisor for general financial planning, analysis, and advice

    5 days ago

    beBee Handyman Whitehaven, MD, United States Freelance

    I am scheduling an appointment for my husband, as we want to improve our family's financial health and obtain investment funds. Our main goal is to receive guidance and assistance in managing and optimizing our money to avoid ending up with zero at the end of the month. We also w ...

  • beBee Handyman

    Financial advisor for retirement planning, analysis, and advice

    5 days ago

    beBee Handyman Great Bend, KS, United States Freelance

    I am renting a space and an outside investor wants to buy not only the space where I work, but also the surrounding spaces. I assume they want to set up a large commercial business in that area. The problem is, I have 10 years left until retirement and that space is all I have. I ...

  • Prudential Financial

    Financial Advisor

    6 days ago

    Prudential Financial Washington, United States

    Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors - change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepre ...

  • PNC Financial Services Group

    Financial Advisor

    4 days ago

    PNC Financial Services Group Washington, United States

    Job Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...

  • New York Life - Tyson's Corner

    Financial Advisor

    1 week ago

    New York Life - Tyson's Corner Washington, United States

    Job Description · Job DescriptionAre you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you We're seeking a motivated individual with strong communication skills and a passion for developing long-term rela ...

  • Texas Trust Credit Union

    Financial Advisor

    1 week ago

    Texas Trust Credit Union Arlington, United States

    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...

  • Texas Trust Credit Union

    Financial Advisor

    1 week ago

    Texas Trust Credit Union Arlington, United States

    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...

  • Bull Run Investment Management

    Senior Financial Advisor

    1 week ago

    Bull Run Investment Management Washington, United States

    About Us: · Bull Run Investment Management is a dynamic, rapidly growing wealth management firm. Our diverse and innovative team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and tech ...

  • RER Solutions, Inc.

    Associate Financial Advisor

    5 days ago

    RER Solutions, Inc. Washington, United States

    Job Description · Job DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. · R ...

  • BECU

    Associate Financial Advisor

    1 week ago

    BECU Washington, United States Full time

    As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. W ...

  • beBee Handyman

    Financial advisor for general financial planning

    5 days ago

    beBee Handyman Onaga, KS, United States Freelance

    In a short time, I will be receiving an inheritance from the UK and money from the sale of a house in the UK. I need to know how to proceed with taxes in both countries, etc.How do you feel about managing and organizing your finances? · I am not comfortable with my finances. · Wh ...

  • First Command Financial Services, Inc.

    Financial Advisor

    1 week ago

    First Command Financial Services, Inc. Alexandria, United States

    Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...

  • Prudential Financial

    Financial Advisor

    1 week ago

    Prudential Financial Alexandria, United States

    We are looking for Experienced Advisors to join our Team at Southern Financial Group · 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 ...

  • First Command Financial Services

    Financial Advisor

    23 hours ago

    First Command Financial Services Alexandria, United States

    Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...

  • First Command Financial Services

    Financial Advisor

    5 days ago

    First Command Financial Services Alexandria, United States

    Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal dri ...

  • First Command Financial Services, Inc.

    Financial Advisor

    19 hours ago

    First Command Financial Services, Inc. Alexandria, United States

    Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...

  • Core Group Resources

    Financial Advisor

    1 week ago

    Core Group Resources Alexandria, United States

    Job Description · Job Description Core Group Resources · ) · is Americas leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-pr ...

  • beBee Handyman

    Financial advisor for investment funds

    5 days ago

    beBee Handyman Erwinville, LA, United States Freelance

    I am in need of a Financial Advisor with the following characteristics in Erwinville, LA: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? · Beginner / junior · What is y ...

  • New York Life

    Financial Advisor

    1 week ago

    New York Life Bethesda, United States

    · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate ...