Private Client Senior Wealth Advisor
Company: Citizens
Location: Clifton
Posted on: April 23, 2024
|
|
Job Description:
DescriptionThe Private Client Senior 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 Senior 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 Senior 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 Senior Wealth Advisor is responsible for
proactively managing their book of existing clients using an
agreed-upon contact strategy. - The Private Client Senior Wealth
Advisor delivers advice through financial planning and then offers
appropriate wealth management and banking solutions to clients.
-
-The Private Wealth High New Worth 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 7-10 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
- Required: -Series 7, 63, 65 (or 66 in lieu of 63 & 65) and
Insurance Life/Health/Variable
Hours and Work Schedule
Hours per Week: - 40
Work Schedule: - Monday - Friday
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 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
Keywords: Citizens, Bloomfield , Private Client Senior Wealth Advisor, Accounting, Auditing , Clifton, New Jersey
Click
here to apply!
|