Private client financial advisor - binghamton, ny
Company: Citizens
Location: Vestal
Posted on: September 15, 2023
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Job Description:
Description Citizens Securities, Inc. is honored to be a
high-quality provider in the investment industry. Focused on
growing our market share, we're hiring Financial Advisors to
proactively identify and sell a broad array of investment,
insurance, and bank products. Financial Advisors are their clients'
primary trusted advisor. In this role, they will meet with existing
and prospective clients to understand their investment and lending
needs. 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. Then they compare and evaluate investment options, identify
investment strategies, and recommend potential products based on
suitability. Financial Advisors work with a variety of business
partners and referral sources to uncover and identify prospective
opportunities. Our Financial Advisors are adept at growing existing
relationships, using partnership referrals, and conducting new
business development. Through strong relationships with branch
colleagues - within a given territory - and individual proactive
outreach, they are poised to meet and exceed sales goals.
Responsibilities Identify client objectives and goals; then monitor
progress throughout the financial lifecycle Broaden and deepen
affluent client relationships in investment, deposit, and lending
Become a trusted advisor who earns referrals from existing clients
Engage prospects to promote and sell investment products and
services Evaluate and analyze client financial information and data
Use planning and discovery tools to uncover perspective
opportunities Develop and present suitable solutions to meet client
goals Partner with other colleagues to implement solutions
Commissioned based. Individuals in this role have historically
earned between $105,000 and $250,000, based on performance and
productivity against commission plan parameters. For an overview of
our benefits, visit https://jobs.citizensbank.com/benefits.
Qualifications Series 7 and 66 (65 and 63), Life Accident & Health
licenses CFP or CRC preferred Bachelor's degree or equivalent work
experience 5+ years of industry related experience Record of
building internal partnerships Excellent oral and written
communication skills Team oriented with a strong work ethic and
entrepreneurial spirit Experience using financial planning tools
Familiarity with consumer lending and banking solutions Digital
literacy and experience Experience with investment product
referrals and sales Knowledgeable of regulatory requirements to
ensure a sound control environment 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. Why work with
us Colleague development: We offer a clear career path, in-depth
training, coaching and mentoring to help you reach your potential
Outstanding resources: We have access to big data analytics,
technology, referrals and industry-wide tools to help target and
grow your client relationships Commitment to community: We give
back to the communities you work in and live in by volunteering and
donating to charities Awards we've received Best Places to Work for
LGBTQ Equality - 100% Corporate Equality Index (2020) Military
Friendly Employer (2021) Dave Thomas Foundation - Best
Adoption-friendly Workplace (2020) Diversity, Inc. - Top 50
companies for diversity (2020) Some job boards have started using
jobseeker-reported data to estimate salary ranges for roles. This
sales role is commission-based. If you apply and qualify for this
role, a recruiter will discuss accurate pay guidance. Equal
Employment Opportunity At Citizens we value diversity, equity and
inclusion, and treat everyone with respect and professionalism.
Employment decisions are based solely on experience, performance,
and ability. 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
(including transgender individuals who are transitioning, have
transitioned, or are perceived to be transitioning to the gender
with which they identify), 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. Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its
respective affiliates. Why Work for Us At Citizens, you'll find a
customer-centric culture built around helping our customers and
giving back to our local communities. When you join our team, you
are part of a supportive and collaborative workforce, with access
to training and tools to accelerate your potential and maximize
your career growth
Keywords: Citizens, Binghamton , Private client financial advisor - binghamton, ny, Accounting, Auditing , Vestal, New York
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