Citizens is Hiring Private Client Financial Advisors
At Citizens, Private Client Financial Advisors (PCFAs) play a pivotal role in helping our high-net-worth clients build and protect their financial futures through personalized, goal-based planning. Backed by powerful tools and strong partnerships, you'll have the support to grow your book and make a lasting impact.
Stronger Together
PCFAs work closely with Private Client Relationship Managers and internal partners to deliver a unified wealth experience. It's a culture of collaboration where your input is valued and your success is celebrated.
Among other qualifications, PCFA candidates must meet the following requirements:
- Hold active FINRA Series 7 and 66 licenses (or 63 and 65) and life and health insurance licenses
- Have 5+ years of experience in investment sales, financial planning or wealth management
- Understand client needs and provide tailored investment, retirement and estate planning strategies
- Build strong partnerships with clients, internal teams and external centers of influence
- Meet goals with integrity, while always acting in the clients best interest