Private Client Financial Advisor

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.

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

• Hours per Week: 40


• Work Schedule: Varies