Thursday , March 23 2023

Citizens Bank Jobs For Senior Clarfeld Advisor

Website Citizens Bank

Job Description:

As a Clarfeld Senior Advisor, you will directly engage with clients to understand their needs, goals, and risk tolerance; analyze and evaluate their current financial situation utilizing a holistic approach, including cash flow, asset allocation, risk management, estate and tax planning; develop a comprehensive financial plan and provide recommendations and customized advice; assist with implementation and monitoring of the overall plan. You will support and act as a liaison to local geographic markets by working with retail, business banking, mortgage and wealth partners.

Job Responsibilities:

  • Implementation of investment strategies.
  • Establish family goals and objectives while prioritizing short and long term needs.
  • Monitoring of portfolios, performance and overall asset allocation.
  • Develop a comprehensive and integrated financial plan with specific planning recommendations.
  • Identify strengths, weaknesses and possible planning opportunities.
  • Educate clients on various estate planning topics, strategies and current developments.
  • Proactively engage with clients on portfolio results, recommendations and economic/market news.
  • Coordinate with the client’s estate attorney on implementation and execution of documents
  • Financial Planning
  • Analyze and evaluate the client’s current situation including assets, liabilities, cash flow, investments, taxes, insurance and estate plans.
  • Incorporate and understand philanthropic goals and objectives.
  • Assist with the implementation and monitoring of the overall plan.
  • Estate and Trust Planning

Job Requirements:

  • 10+ years of financial advisor services experience
  • Financial knowledge and background
  • College or university degree
  • CFP

Job Details:

Company: Citizens Bank

Vacancy Type: Full Time

Job Functions: OTHER

Job Location: Pittsburgh, PA, US

Application Deadline: N/A

Apply Here