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Citizens · 7 hours ago

Private Client Financial Advisor - Ferndale, MI

Ferndale, MI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Citizens is a company that employs experienced advisors to help individuals and families attain their financial goals. The Private Client Financial Advisor (PCFA) role focuses on developing personalized wealth management strategies and enhancing client relationships while collaborating with various business partners.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

Responsibilities

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

Qualification

Series 7 licenseSeries 63 licenseSeries 6566 licenseInsurance licensesFinancial Advisor experienceNew business developmentClient book managementHigh-net-worth servicingDynamic environment adaptabilityBachelor's degreeTeam-oriented experience

Required

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

Preferred

Bachelor's degree is preferred

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees

https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)