An integral role that will be responsible for redesigning and supporting the way we profile, deliver, and present solutions to Citizens Investment Services clients and deliver the expertise to our sales force to ensure we are taking a holistic view of our clients.
Primary responsibilities include:
- Train, motivate and coach Financial Consultant team to continually develop and reinforce knowledge of the financial planning process to include retaining, expanding and deepening existing relationships and acquiring new relationships.
- Perform as a principal and supervisor over the financial planning process within Citizens Securities. Act as the financial planning subject matter expert supporting clients and Financial Consultants. Observe and provide feedback to the Financial Consultants and Sales Management team on the delivery of financial planning materials to clients or the understanding/knowledge of financial planning to continue to strengthen future outcomes.
- Ensure that all policies and procedures are followed for al client business and bank responsibilities to ensure compliance and reduce risk.
- Meet with clients to assist in the creation and delivering of plans to include but not limited to, their full financial picture.
- Develop and create high net worth presentations to be delivered to potential or existing Citizens Securities clients. Support the sales force with the review, fulfillment and delivery of plan request.
Required Skills/Experience:
- 5+ years experience in estate or financial planning
- Proven sales ability and record of developing client relationships to include excellent customer services skills
- Excellent oral, written and presentation communication skills
- Must be able to foster strong partnerships with different levels of the organization
- Ability to multi-task and prioritize workflow in a fast paced environment
- Must be able to work independently and take initiative
- Knowledgeable of regulatory requirements to ensure a sound control environment
Preferred Skills/Experience:
- Strong computer skills and experience utilizing laptop technology
Education, Certifications and/or Other Professional Credentials:
- Bachelor’s Degree Required
- Certified Financial Planner (CFP®)
- Series 7 and 66 licenses required
Key Success Factors
Knowledge, skills & abilities that typically lead to success in the job include:
Will be included only on templates if we have it
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Monday through Friday
Why Work with 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 Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Equal Opportunity & Affirmative Action Employer Disabled/Veteran
Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.
https://jobs.citizensbank.com/ job ID is : 173937
Contact: Van Truong, MSF, CFP®, BFA
Vice President, Financial Planning
Citizens Securities, Inc.
Direct: (781) 655-5190
Email: van.truong@citizenssecurities.com