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Founded in 1828 as a community bank, Citizens Financial Group, also known as simply Citizens and Citizens Bank, is one of the oldest financial institutions in t
Wealth Advisor - Brighton Beach
Location
New York
Posted
67 days ago
Salary
$105K - $250K / year
Seniority
Junior
Job Description
Wealth Advisor - Brighton Beach
Citizens Financial Group
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors 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. The Citizens Wealth Advisor 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. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include - Develop a high-quality wealth management practice that provides a personalized wealth management strategy. - Enhance and preserve relationships with key partners to boost client introductions and engagement. - Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. - Grow existing relationships through partnership referrals. - Tailor wealth management planning to meet client needs. - Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials - Series 7, 63, 65 (or 66) active and valid. - A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. - A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. - Demonstrated track record in new business development and client book management. - Proven experience in a team-oriented consumer bank setting. - Familiarity with servicing high-net-worth individuals. - Comfortable operating in a dynamic, entrepreneurial environment. - Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 About Us Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. 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. Any offer of employment will include further information.
Benefits
- 401(K), 401(K) matching, Adoption Assistance, Childcare benefits, Company equity, Company-sponsored outings, Company sponsored family events, Customized development tracks, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Diversity manifesto, Documented equal pay policy, Volunteer in local community, Employee stock purchase plan, Family medical leave, Fitness stipend, Flexible Spending Account (FSA), Flexible work schedule, Generous parental leave, Generous PTO, Health insurance, Highly diverse management team, Job training & conferences, Open door policy, Life insurance, Charitable contribution matching, Mean gender pay gap below 10%, Mentorship program, Paid volunteer time, Online course subscriptions available, Onsite gym, Open office floor plan, Paid holidays, Paid industry certifications, Onsite office parking, Partners with nonprofits, Performance bonus, Pet insurance, Promote from within, Recreational clubs, Lunch and learns, Relocation assistance, Remote work program, Restricted work hours, Sabbatical, Team based strategic planning, OKR operational model, Tuition reimbursement, Mandated unconscious bias training, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Employee resource groups, Employee-led culture committees, Hybrid work model, In-person all-hands meetings, Employee awards, Diversity recruitment program, Pay transparency, Transgender health care benefits, Wellness days, Meditation space, Mother's room, Personal development training, Flexible time off, Floating holidays, Bereavement leave benefits
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