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Citizens Private Bank

Private Client Financial Advisor - Washington, DC

We are looking for an experienced and client-focused Private Client Financial Advisor to join our team in Wenatchee, WA. In this role, you will provide comprehensive wealth management services to high-net-worth individuals, helping them achieve their long-term financial goals through customized financial solutions.

About the Role:
As a Private Client Financial Advisor, you will be responsible for developing personalized financial plans that address your clients' investment, retirement, tax, and estate planning needs. You will also focus on building lasting relationships with clients and delivering exceptional service to ensure their financial success.

Key Responsibilities:

Develop and implement comprehensive financial plans for high-net-worth clients, addressing their specific investment, retirement, and estate planning needs
Advise clients on investment opportunities, wealth preservation strategies, and tax-efficient planning
Build strong relationships with clients through ongoing communication and proactive service
Review client portfolios regularly and recommend adjustments to align with their evolving goals and market changes
Identify and pursue new business opportunities through networking, referrals, and community engagement
Stay updated on market trends, financial products, and regulatory changes to provide relevant, informed advice
Collaborate with internal teams to offer integrated financial solutions that meet clients' diverse needs
Assist clients in retirement planning, tax optimization, and wealth transfer strategies
Ensure compliance with industry regulations and adhere to internal policies and best practices
Prepare and deliver regular portfolio reviews, financial presentations, and performance updates to clients

What We’re Looking For:

Bachelor’s degree in Finance, Economics, Business, or a related field
3+ years of experience in wealth management, financial advising, or private banking
Strong knowledge of investment management, retirement planning, tax strategies, and estate planning
Proven ability to build and nurture relationships with high-net-worth clients
Excellent communication skills, with the ability to explain complex financial concepts clearly
Strong business development skills and a track record of generating new clients
Proficiency in financial planning software and tools
Professional certifications such as CFP, CFA, or Series 7 are preferred

Why Join Us?
This is an excellent opportunity to advance your career as a Private Client Financial Advisor. You will have the opportunity to work with high-net-worth clients, offering tailored solutions that impact their long-term financial well-being. We offer a competitive compensation package, performance-based incentives, and growth opportunities within a dynamic and supportive team environment.

Apply Today to take the next step in your wealth management career and help clients achieve their financial goals with expert advice and tailored solutions.

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Thrive in a supportive, innovative, and rewarding environment.

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