Private Client Financial Advisor - Shelby - Citizens

    Citizens
    Citizens Shelby

    1 day ago

    Description

    Description

    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.

    The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

    Primary responsibilities include

    • Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
    • Enhance and preserve relationships with key partners to boost client introductions and engagement.
    • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. 
    • Grow existing relationships through partnership referrals.
    • Tailor wealth management planning to meet client needs.
    • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

    Qualifications, Education, Certifications and/or Other Professional Credentials

    • Series 7, 63, 65 (or 66) active and valid.
    • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
    • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
    • Demonstrated track record in new business development and client book management.
    • Proven experience in a team-oriented consumer bank setting.
    • Familiarity with servicing high-net-worth individuals.
    • Comfortable operating in a dynamic, entrepreneurial environment.
    • Bachelor's degree is preferred.

    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  & Work Schedule

    • Hours per Week: 40
    • Work Schedule: Varies
    Apply (by clicking the relevant button) after checking through all the related job information below.

    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

    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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

    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

    Background Check

    Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. xhuatnn Any offer of employment will include further information.

  • Financial Advisor

    5 days ago

    Only for registered members Shelby

    Financial Advisor position has primary responsibility for sales and marketing of investment and insurance products in the geographic areas assigned. · ...

  • J.P. Morgan Wealth Management – Private Client Advisor

    3 days ago

    Only for registered members Shelby Township, MI

    Helping clients achieve their financial goals through comprehensive financial planning and advice. · ...

  • Membership Manager

    2 weeks ago

    Only for registered members Shelby Township, MI

    We are looking for a Membership Manager to join our team at The Edge Fitness Clubs. · ...

  • BA Team Leader

    1 month ago

    Only for registered members Shelby Township

    Our Company · At H&R Block, · We believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates and communities everywhere. · ...

  • Director of Pharmacy Performance

    3 days ago

    Only for registered members New Era, MI

    The Director of Pharmacy Performance reports to the President and is a leader within the Pharmacy Services team. The role oversees key pharmacy performance metrics including inventory optimization, purchasing strategy, gross profit, drug pricing, prescription-level reimbursement ...

  • Outside Sales Representative

    4 days ago

    Global Payments New Era

    As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform. · ...

  • Outside Sales Representative

    5 days ago

    Global Payments New Era Full time

    As an Outside Sales Executive you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius our industry-leading Point of Sale and payment platform. · ...

  • Outside Sales Representative

    4 days ago

    Global Payments Rothbury

    As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform. · ...

  • Outside Sales Representative

    5 days ago

    Global Payments Rothbury Full time

    +You'll help small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform. · +Sales experience in SaaS, fintech, or merchant services · Strong communication skills · High energy levels · ...

  • Sr. Underwriting Specialist, Department Supervisor

    1 week ago

    Only for registered members Mendota Heights, MN

    This position performs a combination of leading and overseeing the daily operations of the underwriting team along with conducting the work of an experienced Underwriting Specialist. This client service focused role evaluates and prices employee benefits plans, ensures financial ...

  • Underwriting Analyst

    1 week ago

    Only for registered members Mendota Heights, MN

    The Underwriting Analyst will assist with claims analysis and prepare information and reports for client meetings. · This role will also assist in the marketing of self and alternative funding medical plans. · This position is part of a centralized team that provides specific and ...

  • Client Associate, Registered

    1 month ago

    Only for registered members White Cloud $55,000 - $60,000 (USD)

    We're looking for a registered Client Associate to educate clients on account services and capabilities. · keep management systems up-to-date with client information · help with the preparation of reports and other materials for client meetings · collect the right documentation f ...

  • Insurance Sales Agent

    1 month ago

    Only for registered members Muskegon, MI

    Join Bankers Life to propel your success in insurance sales and make a difference in your community by guiding people through their retirement needs. · ...

  • Travel CVOR Technologist - 2,251 per week

    1 week ago

    Only for registered members Muskegon

    Junxion Med Staffing is looking for a Certified-CVOR Surgical Services Allied to take an assignment in Muskegon, Michigan. · This assignment lasts 13 WEEKS and is scheduled to start on February 9, 2026. · If you don't like the start date pay or shift let's talk. Give us a call op ...

  • Travel CVOR Technologist

    4 days ago

    Junxion Med Staffing Muskegon Freelance

    Junxion Med Staffing is seeking a travel CVOR Technologist for a travel job in Muskegon. · ...

  • Travel CVOR Technologist - 2,251 per week

    4 days ago

    Junxion Med Staffing Muskegon

    Junxion Med Staffing is seeking a travel CVOR Technologist for a travel job in Muskegon, · Mi. · ...

  • fixed operations director wyatt auto group

    1 month ago

    Only for registered members Whitehall, MI

    We are seeking a high-performing strategic Fixed Operations Director to lead the Service Parts and Body Shop departments across our three premiere dealerships. · This executive-level role is responsible for the total performance of the fixed operations departments ensuring maximu ...

  • Part-Time Delivery Driver

    1 month ago

    Only for registered members Ludington Part time $15.25 - $16 (USD)

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. · This is much more than a job – it is a career with purpose. · This is a part-time position. Delivery Driver · Delivery Drivers Keep Aar ...

  • Outside Sales Representative

    4 days ago

    Global Payments Muskegon

    As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform. · ...

  • Outside Sales Representative

    4 days ago

    Global Payments Montague

    You'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, · our industry-leading Point of Sale and payment platform. · ...

Jobs
>
Shelby