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Private Client Financial Advisor - Owosso, MI
Private Client Financial Advisor - Owosso, MICitizens Financial Group • Owosso, MI, US
No longer accepting applications
Private Client Financial Advisor - Owosso, MI

Private Client Financial Advisor - Owosso, MI

Citizens Financial Group • Owosso, MI, US
2 days ago
Job type
  • Full-time
Job description

Private Client Financial Advisor

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.

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. 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.

    • Hours & Work Schedule :

  • Hours per Week : 40
  • Work Schedule : Varies
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    Private Client Advisor • Owosso, MI, US