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We’re looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.
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As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision.
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When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. 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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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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Citizens Wealth Management is honored to be a high-quality provider in the investment industry. Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development.
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In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. 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.
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Tailor wealth management planning to meet client needs. Demonstrated track record in new business development and client book management. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
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Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.
$105,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Citizens Wealth Management is honored to be a high-quality provider in the investment services industry and is focused on growing our market share in our expanding footprint. Build positive relationships with internal colleagues, provide FINRA supervision, auditing, reporting and results for team relative to assigned financial budget.
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Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.
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You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
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You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
$20 - $25 an hourFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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If you’re passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Understanding of general banking and wealth management services.
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Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals.
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