Private Client Financial Advisor - Upper Manhattan, NYC

Citizens; New York (NY); On-site; USD 105,000 - 250,000; Full time

Job summary

An established industry player is seeking a Private Client Financial Advisor to join their team in Upper Manhattan. This role involves working closely with clients to develop tailored financial plans that align with their goals. The advisor will thrive in a collaborative environment, focusing on client interests while fostering personal and professional growth. With a strong emphasis on relationship management and proactive outreach, this position offers a unique opportunity to make a significant impact in wealth management. If you are passionate about helping clients achieve their financial aspirations, this could be the perfect role for you.

Benefits

Comprehensive medical coverage

Dental and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Maternity/paternity leave

Wellness programs

Paid time off policy exceeding mandatory requirements

Qualifications

• 2+ years of experience in a Financial Advisor role or equivalent.
• Active Series 7, 63, 65 (or 66) licenses required.

Responsibilities

• Develop personalized wealth management strategies for clients.
• Enhance relationships with key partners for client engagement.

Skills

Client Relationship Management

Financial Planning

Investment Management

Insurance Knowledge

Estate Planning

Business Development

Education

Bachelor's Degree

Job description

Private Client Financial Advisor - Upper Manhattan, NYC

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Private Client Financial Advisor - Upper Manhattan, NYC

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Description

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.
  
  

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: Varies

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

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.

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

Posting End Date: 05/15/2025

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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