Wealth Client Consultant
Company: Citizens
Location: Mentor
Posted on: June 15, 2022
Job Description:
DescriptionCitizens Securities, Inc. is honored to be a
high-quality provider in the investment services industry and is
focused on growing our market share in our expanding footprint. We
are currently hiring Wealth Client Consultants and whether you hold
just one license and are early in your career, or are a fully
licensed, seasoned Wealth professional we would love to talk to
you! A Wealth Client Consultant's primary objective is new business
development. In this role, you will proactively engage and generate
new Wealth client relationships through outreach to existing
Citizens customers. Nurturing those relationships from the first
time you reach out and, in every follow-up, will uncover lending
and investment opportunities. When talking with prospective
clients, Wealth Client Consultants use their discovery skills to
identify client needs, with the goal of referring that prospective
client or business opportunity to the appropriate business
partner(s). Another aspect of this role is working together with
internal and external partners to build awareness of Citizens'
wealth management capabilities. Responsibilities
- Use Smart Lead data intelligence to prepare to articulate our
value proposition
- Understand and establish client profiles to uncover
opportunities for broadening Citizens' position
- Contact prospects perform needs analysis with the goal of
acquiring an investment relationship
- Identify issues and opportunities via financial planning
process and use of discovery planning tools
- Transition prospects seamlessly from initial outreach to warm
leads for partners
- Use CRM tool to detail client interactions/prospecting
activities
- Build an activity-based business development plan centered
around proactive outreach and follow-up behaviors Qualifications
- You are required to hold at least one of the following
licenses: FINRA Series 6 (or 7) , 65 (or 66) or Life and Health
Insurance license. Fully licensed is preferred and any required
licenses must be obtained within a specified timeframe upon
hire
- Familiarity with sales of banking products and lending services
(required)
- Bachelors degree (preferred) or 3-5 years relevant equivalent
experience
- Experience with investment product referrals and sales
(preferred)
- Excellent written and verbal communication skills
- Able to consistently maintain heavy proactive outbound sales
activity
- Able to establish successful interpersonal relationships with
clients, colleagues, and external partners
- Able to work in a collaborative, team environment
- Record of identifying and transitioning high-quality
introductions
- Experience identifying and uncovering explicit and implicit
investment opportunities
- Experience in the financial planning discovery process and
planning based planning tools
- Knowledgeable of regulatory requirements to ensure a sound
control environment Benefits 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) 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.Equal
Employment OpportunityCitizens, its parent, subsidiaries, and
related companies provide equal employment and advancement
opportunities to all colleagues and applicants for employment
without regard to age, ancestry, color, citizenship, physical or
mental disability or perceived 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, colleagues or a dependents
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
Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank,
N.A. and each of its respective affiliates.
Keywords: Citizens, Mentor , Wealth Client Consultant, Professions , Mentor, Ohio
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