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For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.
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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
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Tailor wealth management planning to meet client needs. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
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Demonstrated track record in new business development and client book management. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.
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Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning.
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A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism.
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Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
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Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. 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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