Financial Advisor - Affluent
Company: Citizens
Location: Elizabeth
Posted on: June 25, 2022
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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:
Identify client objectives and goals; then monitor progress
throughout the financial lifecycle
Broaden and deepen affluent client relationships in investment,
deposit, and lending
Become a trusted advisor who earns referrals from existing
clients
Engage prospects to promote and sell investment products and
services
Evaluate and analyze client financial information and data
Use planning and discovery tools to uncover perspective
opportunities
Develop and present suitable solutions to meet client goals
Partner with other colleagues to implement solutions
Qualifications
Series 7 and 66 (65 and 63), Life Accident & Health licenses
5+ years of industry related experience
Record of building internal partnerships
Excellent oral and written communication skills
Team oriented with a strong work ethic and entrepreneurial
spirit
Experience using financial planning tools
Familiarity with consumer lending and banking solutions
Digital literacy and experience
Experience with investment product referrals and sales
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
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