Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals

The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities

Primary responsibilities include 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

Qualifications, Education, Certifications and/or Other Professional Credentials 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

Bachelor’s degree is preferred

Pay Transparency Commissioned based

Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters

For an overview of our benefits, visit <a href="https://jobs.citizensbank.com/benefits

https://jobs.citizensbank.com/benefits</p>

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

For an overview of our benefits, visit <a href="https://jobs.citizensbank.com/benefits

https://jobs.citizensbank.com/benefits</p>

Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles

This sales role is commission-based

If you apply and qualify for this role, a recruiter will discuss accurate pay guidance

Equal Employment Opportunity 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, 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

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism

Employment decisions are based solely on merit, qualifications, performance and capability

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 Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks

Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered

Any offer of employment will include further information.