[15h Left] Private Client Financial Advisor – Midtown Manhattan, NYC Position Available In New York, New York

Job Description:

Description Citizens employs a group of experienced advisorsthat help individuals and families attain their financial goals.

Our Private Client Financial Advisors (PCFAs) conduct thoroughdiscoveries to understand a client’s short

• and long-term goals,then construct a tailored financial plan that meets the client’sgoals.

The Citizens PCFA is a branch-based advisor who excels in acollaborative environment that emphasizes the paramount importanceof client interests, as well as the personal and professionalgrowth of team members. PCFAs work directly with a variety ofbusiness partners and centers of influence to uncover and identifyprospective opportunities. Primary responsibilities include

• Develop a high-quality wealth management practice that provides apersonalized wealth management strategy.
• Enhance and preserverelationships with key partners to boost client introductions andengagement.
• Proactive client and prospect outreach promotingCitizens Wealth Management capabilities.
• Grow existingrelationships through partnership referrals.
• Tailor wealthmanagement planning to meet client needs.
• Utilize the knowledgeof internal stakeholders and specialists in delivering a variety ofservices, 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 InsuranceLife/Health/Variable licenses is required or must be obtainedwithin 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalentexperience in financial services.
• Demonstrated track record innew business development and client book management.
• Provenexperience in a team-oriented consumer bank setting.
• Familiaritywith servicing high-net-worth individuals.
• Comfortable operatingin a dynamic, entrepreneurial environment.
• Bachelor’s degree ispreferred.

Pay Transparency Commissioned based. Individuals in thisrole have historically earned between $105,000 and $250,000 peryear based on performance and productivity against commission planparameters. For an overview of our benefits, visithttps://jobs.citizensbank.com/benefits. We offer competitive pay,comprehensive medical, dental and vision coverage, retirementbenefits, maternity/paternity leave, flexible work arrangements,education reimbursement, wellness programs and more. Note,Citizens’ paid time off policy exceeds the mandatory, paid sick orpaid time-away policy of every local and state jurisdiction in theUnited States. For an overview of our benefits, visithttps://jobs.citizensbank.com/benefits.

Hours & Work Schedule Hoursper Week:

40

Work Schedule:

Varies

LI-CITIZENS6

Some job boardshave started using jobseeker-reported data to estimate salaryranges for roles. This sales role is commission-based. If you applyand qualify for this role, a recruiter will discuss accurate payguidance. Equal Employment Opportunity Citizens, its parent,subsidiaries, and related companies (Citizens) provide equalemployment and advancement opportunities to all colleagues andapplicants for employment without regard to age, ancestry, color,citizenship, physical or mental disability, perceived disability orhistory or record of a disability, ethnicity, gender, genderidentity or expression, genetic information, geneticcharacteristic, marital or domestic partner status, victim ofdomestic violence, family status/parenthood, medical condition,military or veteran status, national origin,pregnancy/childbirth/lactation, colleague’s or a dependent’sreproductive health decision making, race, religion, sex, sexualorientation, or any other category protected by federal, stateand/or local laws. At Citizens, we are committed to fostering aninclusive culture that enables all colleagues to bring their bestselves to work every day and everyone is expected to be treatedwith respect and professionalism. Employment decisions are basedsolely on merit, qualifications, performance and capability. WhyWork for UsAt Citizens, you’ll find a customer-centric culturebuilt around helping our customers and giving back to our localcommunities. When you join our team, you are part of a supportiveand collaborative workforce, with access to training and tools toaccelerate your potential and maximize your career growthBackground Check Any offer of employment is conditioned upon thecandidate successfully passing a background check, which mayinclude initial credit, motor vehicle record, public record, prioremployment verification, and criminal background checks. Results ofthe background check are individually reviewed based upon legalrequirements imposed by our regulators and with consideration ofthe nature and gravity of the background history and the joboffered. Any offer of employment will include furtherinformation.