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Citizens Bank Financial Advisor IV in West Palm Beach, Florida

Description

As part of Citizens Securities, Inc.’s new West Palm Beach-based team, you will offer comprehensive financial planning and investment advice to our clients who visit seasonally and attract new, local clients. You will meet with clients and get to know them in our new, state-of-the-art building. Using your deep understanding of financial markets, sound business judgment and unwavering integrity, you will deliver personalized investment solutions. And, your passion for educating clients on technologies will help them become more digitally confident, so they can bank where and when they want.

You will think holistically about your clients’ financial needs and be able to address them beyond wealth management because you’re part of a team of financial professionals that includes: Private Wealth Advisors, Premier Bankers and Mortgage Loan Officers.

If you are a driven and experienced Advisor with knowledge of the area - and strong ties in the community - this is a phenomenal opportunity to be at the forefront of our brand expansion into Florida!

Responsibilities:

•Focus on clients: Aspire to deliver world-class customer service

•Drive sales through service: Analyze the client’s investment needs and achieve sales and referral goals by developing a positive experience

•Build book of business: Proactively seek ways to develop and expand client relationships to support the branch's and bank's goals; hold seminars and events for prospective clients

•Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals

•Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Qualifications

•Series 7 and 65, State of Florida Life Accident & Health licenses

•5+ years industry related experience

•Bachelor's degree or equivalent work experience, preferred

•Proven success with client acquisition and relationship management

•Excellent oral and written communication skills

•Collaborative with an entrepreneurial spirit

•Strong digital literacy and experience utilizing Salesforce, Moneyguide Pro, Morningstar and social media

Benefits

•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

•Total rewards: We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Equal Employment Opportunity

It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependent’s reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

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.

Equal Employment Opportunity

It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependent’s reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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