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Citizens Private Bank

Private Client Financial Advisor

We are looking for a dedicated and experienced Private Client Financial Advisor to join our team. In this role, you will work closely with high-net-worth clients to provide tailored financial solutions, helping them achieve their wealth management and financial planning goals.

About the Role:
As a Private Client Financial Advisor, you will be responsible for developing and managing comprehensive financial plans that align with the long-term objectives of your clients. Your role will involve providing expert guidance on investments, retirement planning, tax strategies, estate planning, and more, while ensuring exceptional service and building lasting relationships with clients.

Key Responsibilities:

Design and implement customized financial plans for high-net-worth individuals, addressing their investment, retirement, and estate planning needs
Develop and maintain strong relationships with clients, ensuring their satisfaction and trust through proactive communication and service
Regularly review client portfolios and financial plans to ensure they align with evolving goals and market conditions
Provide advice on investment opportunities, tax strategies, and wealth management solutions
Identify new business opportunities by engaging in networking activities and leveraging referrals
Stay current on financial markets, trends, and regulatory changes to provide up-to-date advice
Work closely with internal teams to provide comprehensive financial services and solutions to clients
Assist clients with retirement planning, tax strategies, and estate planning to preserve and grow their wealth
Maintain compliance with industry regulations, company policies, and ethical standards
Track and manage client portfolios, ensuring alignment with their financial objectives and risk tolerance

What We’re Looking For:

Bachelor’s degree in Finance, Economics, Business, or a related field
3+ years of experience in private wealth management, financial advising, or a related area
Strong understanding of investment products, tax planning, retirement strategies, and estate planning
Proven ability to build and sustain relationships with high-net-worth clients
Excellent communication skills, with the ability to explain complex financial concepts in a clear and understandable manner
Strong business development skills with a proven track record of generating new clients and expanding a book of business
High level of integrity and professionalism, committed to delivering outstanding service to clients
Proficient with financial planning software and tools
Professional certifications such as CFP, CFA, or Series 7 are a plus

Why Join Us?
This is an excellent opportunity to take the next step in your career as a Financial Advisor. You'll have the chance to work with high-net-worth clients, offering tailored financial solutions, and have a direct impact on their long-term financial success. We offer a competitive compensation package, including performance-based incentives, as well as opportunities for career advancement.

Apply Today to join our team and help clients build and protect their wealth for the future!

Interested in this job ?

Thrive in a supportive, innovative, and rewarding environment.

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