Engineering Support Technician
Role details
Job location
Tech stack
Job description
Planning, Team Oriented Professionalism Sales Prospecting Wealth Management Influencing Skills Financial Planning Time Off Management Investment Management New Business Development, Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
- Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
- Enhance and preserve relationships with key partners to boost client introductions and engagement.
- Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
- Tailor wealth management planning to meet client needs.
- Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning., 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. Related Jobs Inventory Control Analyst Aston Carter Carteret, NJOn-Site Billing Finance Invoicing Operations Management Accounting Procurement Supply Chain Reconciliation Microsoft Excel Closing (Sales) Internal Auditing External Auditing Internal Reporting Variance Reporting Inventory Management Business Development Packaging And Labeling Pivot Tables And Charts Artificial Intelligence Critical Illness Insurance Inventory Management System +0 Phlebo Actalent Elizabeth, NJOn-Site Visionary Innovation Phlebotomy Pediatrics Geriatrics Collections Venipuncture Collection Processes Packaging And Labeling Artificial Intelligence Critical Illness Insurance +0 Engineering Support Technician TEKsystems Florham Park, NJ*Remote Auditing Operations Communication Report Writing Detail Oriented Network Routing SolidWorks (CAD) Document Control Change Management Bill Of Materials Business Valuation Workflow Management Root Cause Analysis Engineering Support Release Engineering Organizational Skills Full Stack Development Contract Manufacturing Change Control Process Artificial Intelligence Business Transformation Engineering Change Order Engineering Documentation Critical Illness Insurance Document Management Systems Product Lifecycle Management Continuous Improvement Process
Requirements
- Series 7, 63, 65 (or 66) active and valid.
- A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
- A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
- Demonstrated track record in new business development and client book management.
- Proven experience in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Comfortable operating in a dynamic, entrepreneurial environment.
- Bachelor's degree is preferred.
Benefits & conditions
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. 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 https://jobs.citizensbank.com/benefits.
Hours & Work Schedule
Hours per Week: 40 Work Schedule: M-F (Branch Hours)