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…
Village of Endicott, New York, United States · On-site
$105k–$250k/yr
Mid level
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…
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…
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…
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…
Our Personal Banker Floaters are customer focused and are responsible for delivering exceptional customer service, supporting customer needs, and driving sales and referral opportunities across multiple branch locations.…
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Problem Solving, Communication
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Problem Solving, Communication
Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technol…
Skills: Cash Handling, Customer Service, Digital Technology Proficiency, Communication Skills, Problem Solving
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Relationship Management, Financial Advice, Problem Solving, Communication Skills, Sales
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Problem Solving, Communication
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Problem Solving, Communication
Framingham, Massachusetts, United States · On-site
$20/hr–$25/hr
Entry level
Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technol…
Skills: Cash Handling, Customer Service, Digital Technology Proficiency, Communication Skills, Problem Solving
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…
Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday
Johnston, Rhode Island, United States · On-site
Senior
Responsibilities Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products.Provides product/service information by answering questions & offering …
The Credit Risk Director for Personal Loans leads a team responsible for end-to-end credit risk management across the personal (unsecured installment) loan lifecycle, balancing risk, customer experience, and profitable g…
DISTINGUISHED ENGINEER, AI TOOLING & SECURITY Why This Role Matters This role will help define and secure the future of AI at Citizens. The Distinguished Engineer, AI Tooling & Security will shape enterprise engineering …
Skills: AI Security, Software Engineering, Cloud Security, Python, AWS
First Line of Defense, Credit Risk Manager (Private Bank)
United States · On-site
$117k–$153k/yr
Senior
The First Line of Defense, Credit Risk Manager will be responsible for the continuous development of the Quality Assurance and Quality Control process within the Private Bank Commercial Lending Portfolio, for the assessm…
New Hire Salary Expectation: 50,000.00/year ($24.04/hourly) Be a part of one of the most exciting new delivery channels at Citizens. Transactions aren’t at the heart of banking — relationships are. You look customers in …
Skills: Customer Service, Financial Transactions, Video Communication, Digital Banking Education, Problem Solving
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into field-ready execution by activating partnership and lead generation initiatives that drive advisor productivity, client acqui…
Develop a personalized wealth management practice by conducting thorough client discoveries and constructing tailored financial plans. Collaborate with internal stakeholders and business partners to identify prospective opportunities and grow existing client relationships.
Requirements
Requires active Series 7, 63, and 65 (or 66) licenses, with Life/Health/Variable insurance licenses required within 60 days. Candidates need at least 2 years of experience as a Financial Advisor and a proven track record in business development.
Full job description
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. Wealth Advisors 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: M-F (Branch Hours)
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.
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.
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.
Related keywords
Series 7Series 63Series 65Series 66Insurance Life/Health/Variable LicensesWealth ManagementFinancial ServicesHigh-Net-Worth IndividualsFinancial PlanningInvestment ManagementEstate PlanningBusiness DevelopmentClient Book ManagementConsumer Banking
At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey.
Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank.
You’re made ready and so are we. #MadeReady
At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey.
Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank.
You’re made ready and so are we. #MadeReady