23 jobs found

The Registered Senior Wealth Associate plays a critical role in delivering an exceptional client experience by supporting Financial Advisors with complex client service needs, account administration, and operational execution. This role requires advanced industry knowledge, strong client-facing skills, and the ability to work independently on high-value relationships while mentoring junior team members when needed. We are looking to have this role filled within the next 2-4 weeks (by end of January 2026).

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Financial Advisor, Registered Investment Advisor Representative - Fiduciary Financial Planning and Wealth Management Services Location: Webster Groves, MO. Job Type: Full-Time. Shift: 1st shift. Schedule: 8:30 am to 4:30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients' needs. Work Location: In-office. This is not a hybrid or remote position. Salary: Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications. Benefits: Medical, Dental, Life Insurance, 401K and PTO. Equity ownership opportunity. Relocation: Not available. Position Summary: We provide fee-only, fiduciary financial planning and wealth management services to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement. For this position you must be a true fiduciary, committed to delivering objective, client-first financial guidance. We are seeking a highly motivated, and driven individual who has an existing book of business you may eventually transition to our firm. This position requires a blend of knowledgeable and friendly one-on-one personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration with our internal team to deliver a seamless and exceptional client experience. Required Qualifications: CFP certification (active and in good standing). You must be a Registered Investment Advisor. Key Responsibilities: Role Focus Deliver knowledgeable, empathetic, patient, and proactive service to pre-retiree and retiree clients. Manage onboarding, custodial processes, and complex account servicing. Support our advisors with accuracy, communication clarity, and fiduciary integrity. Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs. Client Relationship Management Serve as the primary advisor for a dedicated group of client households. Build deep, trusting relationships with retirees, near-retirees, and multigenerational families. Conduct financial planning and investment review meetings independently. Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management. Financial Planning & Investment Management Create and maintain comprehensive financial plans using firm-approved planning software. Develop customized retirement income strategies, including Social Security and withdrawal planning. Oversee investment portfolios aligned with the firm's philosophy and risk management framework. Present investment strategies and recommendations in a clear, client-friendly manner. Business Development & Practice Growth Cultivate new client relationships through referrals, networking, and professional engagement. Transition (if applicable) an existing book of business to the firm, adhering to regulatory and ethical standards. Participate in firm marketing initiatives, educational events, and thought leadership efforts. Compliance & Fiduciary Standards Operate with strict adherence to fiduciary duty, firm policies, and regulatory guidelines. Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems. Hold and maintain active Series 65 licensing (or equivalent). Collaboration & Teamwork Work closely with client service teams to ensure exceptional operational support. Contribute to internal discussions around planning strategies, investment philosophy, and client experience improvements. Mentor junior team members as needed. Required Qualifications: CFP certification (active and in good standing). Bachelor's degree in finance, business, economics, or related field. 7-10+ years of experience directly advising clients in a fee-only RIA environment. Series 65 (active) or the ability to obtain before start date. Demonstrated ability to independently manage and deepen client relationships. Strong knowledge of retirement planning, investment management, and holistic financial planning. Excellent communication skills - able to explain complex topics in simple, client-friendly terms. Proficiency with financial planning software (eMoney, MoneyGuidePro) and CRM systems. Strong ethical standards and commitment to fiduciary service. Preferred Qualifications: An existing book of business that could eventually be transitioned to the firm. Experience with Schwab, Fidelity, or other major custodians. Additional professional designations (CFA, CIMA, EA, CPWA, etc.). Experience serving retirement-focused clients. Key Competencies: Client-focused mindset with strict fiduciary ethics. Deep client empathy and a service-first mindset. High professionalism and personal integrity. Ability to work independently while collaborating effectively with the team. Strong analytical and decision-making skills. Excellent presentation, communication, and interpersonal skills. Desire for long-term career growth within a fiduciary RIA. A willingness to go the "extra mile" to provide tailored, individual client service. Driven to excel and succeed by maintaining and building strong personal client. relationships, and growing yours' and our book of business. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Pay Details: $100,000.00 to $140,000.00 per year Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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 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 growthBackground 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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 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 growthBackground 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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 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 growthBackground 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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 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 growthBackground 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.

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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 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 growthBackground 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.