Private Client Financial Advisor - Jackson, NJ

CMP.jobs

Jackson, NJ

Description
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA 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. PCFAs 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.
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
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
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
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 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.
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
Background Check
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.

Posted 2025-07-24

Recommended Jobs

Automotive Electronics Installer - 3 PLUS YEARS OF EXPERIENCE

Elite Vehicle Solutions

Farmingdale, NJ

Job Description Job Description Elite Vehicle Solutions is seeking Automotive Electronics and Accessory Installer(s). Technicians conduct installations, de-installations, and repairs of automotiv…

View Details

Posted 2025-07-28

Logistics Coordinator - Transcon

Expeditors

Carteret, NJ

Job Description Job Description Company Description Global supply chain management is what we do, and at the heart of Expeditors you will find professionalism, leadership, and a friendly envi…

View Details

Posted 2025-07-29

Swim Instructor Aide

Montclair YMCA

Montclair, NJ

Job Description Job Description To proceed with your application for this position, please complete the Predictive Index Behavioral Assessment linked below. Ensure you finish the assessment for y…

View Details

Posted 2025-07-27

Lash Stylist at Charlie's Lashes (Full-time & Part-time)

Charlies Lashes LLC

Basking Ridge, NJ

Job Description Job Description We’re growing faster than ever—and we need YOU! Charlie’s Lashes is hiring because we have more clients than our current team can handle. If you’re a licensed prof…

View Details

Posted 2025-07-28

Account Executive

CMACGM

East Rutherford, NJ

Led by Rodolphe Saadé, the CMA CGM Group, a global leader in shipping and logistics, serves more than 420 ports around the world on five continents. With its subsidiary CEVA Logistics, a world leader…

View Details

Posted 2025-07-23

Gerente de Restaurante

Dunkin'

Middletown, NJ

¡Lufrankton LLC está buscando un gerente de restaurante para unirse a nuestra red! Te contaremos un pequeño secreto... Si bien todos saben que America Runs on Dunkin', nosotros sabemos que Dunkin' f…

View Details

Posted 2025-07-27

Scale Service Technician

Advance Scale

New Jersey

ADVANCE is a second generation, family-owned weighing solution and equipment service provider. Our corporate headquarters is in Southern New Jersey, with additional office locations in Northern NJ, L…

View Details

Posted 2025-07-31