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Middletown

    Private Client Financial Advisor - Middletown, United States - Citizens

    Citizens
    Citizens Middletown, United States

    3 days ago

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    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 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

    Hours & Work Schedule

    Hours per Week: 40


    Work Schedule:
    varies

    Pay Transparency
    Commissioned based.

    Individuals in this role have historically earned between $105,000 - $250,000 per year, 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
    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
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