Wealth Client Analyst

Description

Are you interested in starting a career in Wealth management? This may be the opportunity that you’ve been searching for! We provide the training, development, and time to study to obtain your licenses while paying you a competitive salary and benefits package.

The Wealth Client Analyst Program will provide fundamental business development skills. Our mission is to help you learn and develop the necessary skills to build a successful career within our organization.

 

Wealth Client Analyst Program: 3 Phases:

This is a one-year program which will provide 3 phases. Each Phase will include exposure to various Wealth Management organization:

1. Understanding of products and services offered to Citizens clients

2. Studying & obtaining required licenses (Series 6, Series 63, Series 65, Life and Health), attending new hire training where you will learn the Wealth sales process

3. Utilize skills learned in phases 1 and 2 to engage potential clients on the wealth value proposition

 

At the end of the one-year period and completion of the 3 Phases, you will be eligible to be considered for the Wealth Client Consultant role.

The Wealth Client Analyst will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements

 

Wealth Client Consultant:

Wealth Client Consultants proactively identify and engage prospective and existing clients. Nurturing those relationships from the first contact and, in every follow-up, will uncover lending and investment opportunities. When talking with prospective clients, use discovery skills to identify client needs, with the goal of referring that client or business opportunity to the appropriate business partner(s).

 

Phase 1: (August 2022- December 2022)

Self-study remotely to obtain the necessary licenses in the first 5 months

Actively participate in all development and learning opportunities completing required activities within the timeframes provided

Phase 2: (January 2023- February 2023)

Comprehensive 3-week training program that provides required skills and learning materials to deliver on the Citizens client experience

Phase 3: (March 2023- July 2023)

Shadow a Wealth Client Consultant to work with existing customers that are non-Citizens Securities Inc. clients. Deepen relationships to support client needs in achieving their financial goals.

Comply with all financial policies and procedures, state and local laws and regulations

 

What this Program Offers:

Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.

Commitment to community – You’ll flourish in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you

Recognition & reward –Financial incentive plan and learning opportunities

Training & development –Through training, coaching, career planning and development

Benefits –Medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing. You’ll also get a discount on thousands of gyms, studios and fitness centers.

Qualifications

Qualifications

  • Minimum High School degree or GED required
  • 2 years of sales and customer service experience
  • Strong listening and customer service skills
  • Ability to effectively ask questions and identify needs
  • Commitment to building relationships through phone engagements
  • Comfortable with using digital technology to support the delivery of goals
  • Ability to problem solve and provide solutions to customer issues
  • Ability to strengthen relationships with teammates, business partners and specialists through collaboration
  • Self-motivated, and ability manage a mixture of priorities

 

Core hours: Monday – Friday 9:00AM-5:00PM (ET)

If selected, candidates must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks.

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, 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.Equal Employment and Opportunity Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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