Private Client Financial Advisor – Albany, NY [3 Days Left] Position Available In Saratoga, 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 per

Week:

40•

WorkSchedule:

Varies Some job boards have started usingjobseeker-reported data to estimate salary ranges for roles. Thissales role is commission-based. If you apply and qualify for thisrole, a recruiter will discuss accurate pay guidance. EqualEmployment Opportunity Citizens, its parent, subsidiaries, andrelated companies (Citizens) provide equal employment andadvancement opportunities to all colleagues and applicants foremployment without regard to age, ancestry, color, citizenship,physical or mental disability, perceived disability or history orrecord of a disability, ethnicity, gender, gender identity orexpression, genetic information, genetic characteristic, marital ordomestic partner status, victim of domestic violence, familystatus/parenthood, medical condition, military or veteran status,national origin, pregnancy/childbirth/lactation, colleague’s or adependent’s reproductive health decision making, race, religion,sex, sexual orientation, or any other category protected byfederal, state and/or local laws. At Citizens, we are committed tofostering an inclusive culture that enables all colleagues to bringtheir best selves to work every day and everyone is expected to betreated with respect and professionalism. Employment decisions arebased solely on merit, qualifications, performance and capability.

Why Work 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.