Jobs
>
Caldwell

    Private Client Financial Advisor - Caldwell, United States - Citizens

    Citizens
    Citizens Caldwell, United States

    3 weeks 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 - $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, 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 OpportunityAt 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 UsAt 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
  • Integrated Financial Concepts Inc

    Financial Advisor

    4 weeks ago

    Integrated Financial Concepts Inc Roseland, United States

    About 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. ...

  • Citizens

    Private Client Financial Advisor

    3 days ago

    Citizens Caldwell, United States

    · All potential applicants are encouraged to scroll through and read the complete job description before applying. · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumsta ...

  • Citizens Financial Group, Inc.

    Private Client Financial Advisor

    2 weeks ago

    Citizens Financial Group, Inc. Verona, 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 ...

  • Edward Jones

    Financial Advisor

    5 hours ago

    Edward Jones Parsippany, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our cli ...

  • Equitable Advisors

    Financial Advisor

    4 days ago

    Equitable Advisors Secaucus, United States

    Equitable Advisors Job Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and a ...

  • Keller Executive International Search

    Financial Advisor

    1 week ago

    Keller Executive International Search Jersey City, United States

    Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Miami. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in m ...

  • Columbia Bank (WA, OR & ID)

    Financial Advisor

    2 weeks ago

    Columbia Bank (WA, OR & ID) Paramus, United States

    Job 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 ...

  • Career Group

    Financial Advisor

    2 days ago

    Career Group New York, United States

    Financial Advisor – Albany, NY · Boutique wealth management firm based in is seeking a Financial Advisor. This position works directly with the President to provide comprehensive financial planning and investment management services for clients and prospects seeking advice on how ...

  • Stefans Law Group PC

    Financial Advisor

    2 weeks ago

    Stefans Law Group PC New York, United States

    Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients' financial life. We offer 'One stop shopping' for clients, financial, tax and legal needs. Visit us at · to le ...

  • Equitable Advisors

    Financial Advisor

    1 week ago

    Equitable Advisors New York, United States

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: · • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financi ...

  • Equitable Advisors

    Financial Advisor

    1 week ago

    Equitable Advisors New York, United States

    Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: · • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financi ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual New York, United States

    Why join Northwestern Mutual: · Fortune 100 company (2021) · Forbes' Best Employers for Diversity · Top 10 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Cor ...

  • JCW

    Financial Advisor

    1 week ago

    JCW New York, United States

    I've Partnered with a high-end boutique Investment firm that is looking to add a skilled Financial Advisor to their team. They're targeting a Financial Advisor with an existing book of business with clients with an average net worth of at least $1 million. · Responsibilities: · B ...

  • CPS

    Salaried Financial Advisor

    2 weeks ago

    CPS Parsippany-Troy Hills, United States

    Parsippany , NJPosted: · 03/27/2024 · Industry: · Employee Benefits & Retirement Services · Job Number: · ME · Pay Rate: · Base $65k - $80k (possibly more) · Remote Friendly: · Experience:Job Description · Are you tired of commission? You obtained your FINRA licenses an ...

  • The Judson Group

    Financial Advisor

    2 weeks ago

    The Judson Group New York, United States

    Financial Advisor | Morristown, New Jersey · Reference Number: MHH7364Location: Morristown, New JerseyJudson Group has been retained by a leading wealth and financial services company in the search for a · Financial Advisor. · The firm is known for their commitment to building ...

  • Equitable Advisors

    Financial Advisor

    3 weeks ago

    Equitable Advisors Secaucus, United States

    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 our clients. · Equitable Advisors at a g ...

  • Citizens

    Private Client Financial Advisor

    3 weeks ago

    Citizens Caldwell, United States

    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 bank ...

  • Citizens

    Private Client Financial Advisor

    2 weeks ago

    Citizens Caldwell, United States

    · Are you the right applicant for this opportunity Find out by reading through the role overview below. · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In th ...

  • Lincoln Investment

    Financial Advisor

    3 weeks ago

    Lincoln Investment Cranford, United States

    Job 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 ...

  • Lee, Nolan & Koroghlian, LLC

    Financial Advisor

    4 days ago

    Lee, Nolan & Koroghlian, LLC Saddle Brook, United States

    Job Description · Job DescriptionAs human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If ...