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Private Client Financial Advisor - Medford, MA

Company: Citizens
Location: Medford
Posted on: March 19, 2023

Job Description:

DescriptionCitizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.

Private Client 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.

Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client 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.


  • 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


    • 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


      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.
            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 OpportunityAt 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 EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for UsAt 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, Medford , Private Client Financial Advisor - Medford, MA, Accounting, Auditing , Medford, Massachusetts

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