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Private Client Senior Wealth Advisor
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- The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others.
- The Private Client Senior Wealth Advisor understands financial planning strategies and wealth management practices.
- The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
- The Private Client Senior Wealth Advisor is responsible for proactively managing their book of existing clients using an agreed-upon contact strategy.
- The Private Client Senior Wealth Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients.
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