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Citizens Private Bank

Private Client Financial Advisor - Conshohocken, PA

We are seeking a highly motivated and experienced Private Client Financial Advisor to join our team. In this role, you will provide expert financial advice and personalized wealth management services to high-net-worth clients, helping them achieve their financial goals and secure their futures.

About the Role:
As a Private Client Financial Advisor, you will work closely with clients to understand their unique financial needs and provide customized strategies for wealth management, retirement planning, estate planning, and tax optimization. You will build long-lasting relationships with clients, offering proactive guidance and exceptional service.

Key Responsibilities:

Develop and implement comprehensive financial plans tailored to the needs of high-net-worth individuals
Advise clients on investment management, wealth preservation, retirement planning, and estate planning
Build and maintain strong, trusting relationships with clients through consistent communication and exceptional service
Monitor client portfolios, making adjustments as needed to ensure alignment with their evolving financial goals
Identify and pursue new business opportunities by networking, leveraging referrals, and expanding your client base
Stay informed about market trends, economic developments, and financial products to provide timely and relevant advice
Collaborate with internal teams to deliver holistic financial solutions for clients
Assist clients in tax-efficient investment strategies, estate planning, and wealth transfer planning
Ensure compliance with industry regulations and internal company policies
Prepare and deliver regular portfolio reviews, financial updates, and performance reports 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 strategies, tax management, retirement planning, and estate planning
Proven ability to build and maintain relationships with high-net-worth clients
Excellent communication skills, with the ability to explain complex financial concepts in a clear, understandable manner
Demonstrated success in business development and expanding a client base
Proficiency in financial planning software and tools
Professional certifications such as CFP, CFA, or Series 7 are preferred

Why Join Us?
This is an exciting opportunity to advance your career as a Private Client Financial Advisor, offering valuable financial solutions and expert guidance to high-net-worth individuals. We provide a competitive compensation package, performance-based incentives, and growth opportunities in a supportive and dynamic environment.

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

Interested in this job ?

Thrive in a supportive, innovative, and rewarding environment.

Apply Now

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