Citizens
New York, New York
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients toexceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships.Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate "Why Citizens" through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool Transition prospects seamlessly from initial outreach to warm leads for partnersIntroduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. Expand and maintain relationships with internal business partners. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience Excellent written and verbal communication skills Experience in proactive outbound sales prospecting Excellent time management and organizational skills Ability to work in a collaborative team environment Business development experience with a proven track record of identifying and transitioning high quality introductions Relevant financial services experience preferred. Familiarity with consumer lending solutions. Familiarity with sales of banking products and services required. Experience with investment product referrals and sales preferred. Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS Pay Transparency The salary range for this position is $98,000 - $120,000 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, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients toexceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships.Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate "Why Citizens" through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool Transition prospects seamlessly from initial outreach to warm leads for partnersIntroduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. Expand and maintain relationships with internal business partners. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience Excellent written and verbal communication skills Experience in proactive outbound sales prospecting Excellent time management and organizational skills Ability to work in a collaborative team environment Business development experience with a proven track record of identifying and transitioning high quality introductions Relevant financial services experience preferred. Familiarity with consumer lending solutions. Familiarity with sales of banking products and services required. Experience with investment product referrals and sales preferred. Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS Pay Transparency The salary range for this position is $98,000 - $120,000 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.
Citizens
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients toexceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships.Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate "Why Citizens" through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool Transition prospects seamlessly from initial outreach to warm leads for partnersIntroduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. Expand and maintain relationships with internal business partners. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience Excellent written and verbal communication skills Experience in proactive outbound sales prospecting Excellent time management and organizational skills Ability to work in a collaborative team environment Business development experience with a proven track record of identifying and transitioning high quality introductions Relevant financial services experience preferred. Familiarity with consumer lending solutions. Familiarity with sales of banking products and services required. Experience with investment product referrals and sales preferred. Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS 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 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, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients toexceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships.Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate "Why Citizens" through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool Transition prospects seamlessly from initial outreach to warm leads for partnersIntroduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. Expand and maintain relationships with internal business partners. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience Excellent written and verbal communication skills Experience in proactive outbound sales prospecting Excellent time management and organizational skills Ability to work in a collaborative team environment Business development experience with a proven track record of identifying and transitioning high quality introductions Relevant financial services experience preferred. Familiarity with consumer lending solutions. Familiarity with sales of banking products and services required. Experience with investment product referrals and sales preferred. Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS 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 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.
Golden Reserve LLC
Independence, Ohio
At Golden Reserve , we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of "support" that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club, success is out of reach. We're here to change that - not just for retirees, but for the Client Servicing Retirement Planners ( CSRP ) we hire. This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. A SCRP manages, updates and takes 100% ownership over every aspect of their client's retirement success. Specifics We're looking for an experienced CSRP who will: Own and manage a dedicated book of clients Lead annual reviews , tax planning meetings , and ongoing strategy discussions Deliver an unmatched client experience across investment, insurance, legal, and tax Be the central relationship driver, supported by our in-house team of CPAs, attorneys , and client service professionals Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities. What Makes Golden Reserve Different? We have built a model that removes the barriers most financial planners face: Flat Fee - we do not charge a % AUM model based on client's assets under management - we charge the same flat fee for our client based on the services we provide No product pushing - our model is built around education, planning, and transparency using a blend of equities and insurance products Full-service support - with in-house legal, tax, and client service teams, you're not alone in delivering value and have many of our resources just down the hall What We Provide: Salary + Uncapped Bonuses (Not Commission-Only) Retirement Planner (2-4 years' experience): $100,000 - 125,000 starting salary Salaries are ongoing - they do not phase out or disappear Plus: Generous PTO Health, dental, and vision insurance 401(k) with company match Life insurance What We Expect: Client Retention : You'll be meeting existing clients - your goal is to ensure that their retirement needs are met World-Class Client Service : Be the primary relationship manager and deliver consistent, high-touch client experience Commitment : We're not just hiring employees - we're building leaders who believe in a new way of planning Want to Learn More Before Applying? Fire Your Financial Advisor - Our CEO's Amazon Bestselling Book Golden Reserve Careers & Culture; If you're ready to be part of a company that's changing the future of retirement planning , apply today and join one of the fastest-growing firms in the Midwest. 3+ years of client-facing and servicing financial planning or advisor experience Active Life & Health Insurance License Series 65 or equivalent Strong planning skills, tax literacy, and a client-first mindset Grit - we're a blue-collar team in a white-collar world. We hustle, take ownership, and deliver on our promises Compensation details: 00 Yearly Salary PIb102db8e6efa-5728
At Golden Reserve , we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of "support" that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club, success is out of reach. We're here to change that - not just for retirees, but for the Client Servicing Retirement Planners ( CSRP ) we hire. This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. A SCRP manages, updates and takes 100% ownership over every aspect of their client's retirement success. Specifics We're looking for an experienced CSRP who will: Own and manage a dedicated book of clients Lead annual reviews , tax planning meetings , and ongoing strategy discussions Deliver an unmatched client experience across investment, insurance, legal, and tax Be the central relationship driver, supported by our in-house team of CPAs, attorneys , and client service professionals Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities. What Makes Golden Reserve Different? We have built a model that removes the barriers most financial planners face: Flat Fee - we do not charge a % AUM model based on client's assets under management - we charge the same flat fee for our client based on the services we provide No product pushing - our model is built around education, planning, and transparency using a blend of equities and insurance products Full-service support - with in-house legal, tax, and client service teams, you're not alone in delivering value and have many of our resources just down the hall What We Provide: Salary + Uncapped Bonuses (Not Commission-Only) Retirement Planner (2-4 years' experience): $100,000 - 125,000 starting salary Salaries are ongoing - they do not phase out or disappear Plus: Generous PTO Health, dental, and vision insurance 401(k) with company match Life insurance What We Expect: Client Retention : You'll be meeting existing clients - your goal is to ensure that their retirement needs are met World-Class Client Service : Be the primary relationship manager and deliver consistent, high-touch client experience Commitment : We're not just hiring employees - we're building leaders who believe in a new way of planning Want to Learn More Before Applying? Fire Your Financial Advisor - Our CEO's Amazon Bestselling Book Golden Reserve Careers & Culture; If you're ready to be part of a company that's changing the future of retirement planning , apply today and join one of the fastest-growing firms in the Midwest. 3+ years of client-facing and servicing financial planning or advisor experience Active Life & Health Insurance License Series 65 or equivalent Strong planning skills, tax literacy, and a client-first mindset Grit - we're a blue-collar team in a white-collar world. We hustle, take ownership, and deliver on our promises Compensation details: 00 Yearly Salary PIb102db8e6efa-5728
