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Private Client Financial Advisor
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- Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
- Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
- Demonstrated track record in new business development and client book management.
- Familiarity with servicing high-net-worth individuals.
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
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