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Citizens Private Bank

Private Client Financial Advisor

We are seeking an experienced and client-focused Financial Advisor to join our team. In this role, you will provide comprehensive financial advice and services to high-net-worth clients, helping them achieve their financial goals through personalized investment strategies and wealth management solutions.

About the Role:
As a Private Client Financial Advisor, you will work closely with clients to understand their financial objectives, risk tolerance, and long-term goals. You will provide tailored financial planning services, including investment management, retirement planning, estate planning, and tax strategies. You will also build and maintain strong client relationships, ensuring exceptional service and ongoing satisfaction.

Key Responsibilities:

Develop and implement customized financial plans for high-net-worth clients, including retirement, investment, and estate planning
Provide ongoing wealth management and financial advice to help clients meet their financial goals
Build and maintain strong, lasting relationships with clients through regular communication and exceptional service
Identify new business opportunities and expand your client base through referrals and networking
Continuously assess clients' portfolios to ensure that investments align with their financial goals and risk tolerance
Stay informed on the latest market trends, economic conditions, and financial products to provide clients with relevant advice
Ensure compliance with industry regulations and company policies
Collaborate with internal teams to provide clients with a comprehensive range of financial services and solutions
Assist clients with estate planning, tax strategies, and other financial matters to help preserve and grow their wealth
Provide transparent communication regarding portfolio performance and make adjustments as necessary

What We’re Looking For:

Bachelor’s degree in Finance, Economics, Business, or a related field
3+ years of experience in wealth management, private banking, or financial advising
Strong understanding of investment strategies, retirement planning, tax management, and estate planning
Proven ability to build and maintain relationships with high-net-worth clients
Excellent communication and interpersonal skills, with the ability to simplify complex financial concepts for clients
Strong sales and business development skills with the ability to generate new business and grow a client base
Ability to work independently while also collaborating with a team
Knowledge of financial planning software and tools
Industry certifications such as CFP, CFA, or Series 7 are a plus
Strong ethical standards and commitment to providing the highest level of client service

Why Join Us?
This is an exciting opportunity for a driven and experienced Financial Advisor to join a dynamic team and work with high-net-worth clients. You’ll have the chance to make a meaningful impact on clients' financial futures while advancing your career in wealth management. We offer a competitive compensation package, performance-based incentives, and career growth opportunities.

Apply Today to become part of a dedicated team helping clients achieve their financial goals!

Interested in this job ?

Thrive in a supportive, innovative, and rewarding environment.

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