Financial Advisor - Affluent

Company: Citizens
Location: Elizabeth
Posted on: June 25, 2022

Job Description:

DescriptionCitizens and Investors Bank are now one company. Together, we're ready to help our customers, colleagues and communities reach their potential. Our expanded footprint and product offerings will allow us to serve even more people around the country. We're thrilled to bring two companies together that value diversity, professional development and social responsibility.
Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.
Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.
Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.
Responsibilities:

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  Identify client objectives and goals; then monitor progress throughout the financial lifecycle
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  Broaden and deepen affluent client relationships in investment, deposit, and lending
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  Become a trusted advisor who earns referrals from existing clients
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  Engage prospects to promote and sell investment products and services
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  Evaluate and analyze client financial information and data
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  Use planning and discovery tools to uncover perspective opportunities
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  Develop and present suitable solutions to meet client goals
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  Partner with other colleagues to implement solutions
  Qualifications
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    Series 7 and 66 (65 and 63), Life Accident & Health licenses
    
    
  • CFP or CRC preferred
    
    
  • Bachelor's degree or equivalent work experience
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    5+ years of industry related experience
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    Record of building internal partnerships
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    Excellent oral and written communication skills
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    Team oriented with a strong work ethic and entrepreneurial spirit
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    Experience using financial planning tools
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    Familiarity with consumer lending and banking solutions
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    Digital literacy and experience
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    Experience with investment product referrals and sales
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    Knowledgeable of regulatory requirements to ensure a sound control environment
    Why Work for UsAt 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.Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived 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.Equal Employment and Opportunity Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, Elizabeth , Financial Advisor - Affluent, Accounting, Auditing , Elizabeth, New Jersey