Private Client Financial Advisor jobs in United States
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Citizens ยท 2 months ago

Private Client Financial Advisor

positionLAWRENCE, MA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$105K/yr - $250K/yr
date2+ years exp

Citizens is a financial services company that employs experienced advisors to help individuals and families achieve their financial goals. The Private Client Financial Advisor (PCFA) conducts thorough discoveries to understand clients' goals and constructs tailored financial plans while enhancing relationships with key partners and promoting wealth management capabilities.

Information Technology & Services
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H1B Sponsor Likelynote

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 advising experienceBusiness developmentClient managementHigh-net-worth servicingDynamic environment adaptabilityBachelor's degreeTeam-oriented

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

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Citizens is a mobile app that encourages and empowers polite and responsible citizenship through technology and mutual accountability.
dateFounded in 2018
location
San Francisco, California, US
people-size2-10 employees
web-link
http://citizensapp.org

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)

Funding

Current Stage
Early Stage
Company data provided by crunchbase