Private Client Wealth Advisor
Company: Citizens
Location: Clifton
Posted on: April 23, 2024
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Job Description:
Description The Private Client Wealth Advisor thrives in a
culture defined by a shared vision of always placing client
interests first while coaching and developing self and others. The
Private Client Wealth Advisor understands financial planning
strategies and wealth management practices. Overarching duties
include building, growing, maintaining, and retaining a client book
of business. The successful Private Client Wealth Advisor is
comfortable building relationships with referral sources within
Citizens (Citizens Securities Inc financial advisors, retail branch
colleagues, mortgage loan officers, and business banking
relationship managers) as well as external referral sources
(attorneys, accountants, and estate planning councils) to develop
an ongoing pipeline of prospective clients. The Private Client
Wealth Advisor is responsible for proactively managing their book
of existing clients using an agreed-upon contact strategy. The
Private Client Wealth Advisor delivers advice through financial
planning and then offers appropriate wealth management and banking
solutions to clients. The Private Client Wealth Advisor has access
to client support staff and subject matter experts when delivering
financial planning, investment management, insurance, tax, estate
planning, and family office services to clients. Primary
Responsibilities BUSINESS DEVELOPMENT -Expand and maintain
relationships with internal and external business partners to
increase introductions of prospective clients -Utilize
comprehensive financial planning and deliver advice and appropriate
solutions. -Ensure that clients are aligned with the correct Wealth
Management segment -Always focus on doing the right thing for
clients CLIENT SERVICE -Extensive and meaningful activity and
communication with clients and their advisors (CPAs, estate
planning attorney) -Employ appropriate client contact strategy
within book of business -Responsiveness and timely resolution of
client inquiries or concerns Qualifications -Minimum 5 years of
experience in wealth management advisory services with demonstrated
ability to attract and develop new business opportunities -Proven
ability to self-source, build, develop and retain a book of
business -Existing network of centers of influence with a
demonstrated track record of referrals and introductions of clients
-Proven ability to coach and develop peers and less-tenured
colleagues -Experience working with business partners in a team
environment within a consumer bank channel -Experience working with
high-net-worth clientele -Experience working in an entrepreneurial
environment -Bachelor's Degree preferred - Series 7, 63, 65 (or 66
in lieu of 63 & 65) and Insurance Life/Health/Variable Hours and
Work Schedule Hours per Week: 40 Some job boards have started using
jobseeker-reported data to estimate salary ranges for roles. If you
apply and qualify for this role, a recruiter will discuss accurate
pay guidance. Equal Employment Opportunity At 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 Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its
respective affiliates. Why Work for Us At 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
Keywords: Citizens, Clifton , Private Client Wealth Advisor, Accounting, Auditing , Clifton, New Jersey
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