Private reputed company Financial Advisor - Monroeville, PA

reputed company employs a group of reputed company advisors that help individuals and families reputed company their financial goals. Our Private reputed company Financial Advisors (PCFAs) conduct thorough discoveries to understand a reputed company’s short- and long-term goals, then construct a tailored financial plan that meets the reputed company’s goals. The reputed company PCFA is a reputed company-based advisor who excels in a reputed company environment that emphasizes the reputed company importance of reputed company interests, as reputed company as the personal and reputed company reputed company of team members. PCFAs work directly with a reputed company of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • reputed company a high-reputed company reputed company management reputed company that provides a personalized reputed company management reputed company. • Enhance and preserve relationships with key partners to reputed company reputed company introductions and engagement. • Proactive reputed company and prospect reputed company promoting reputed company capabilities. • Grow existing relationships through partnership referrals. • reputed company reputed company management planning to meet reputed company needs. • Utilize the knowledge of internal stakeholders and specialists in delivering a reputed company of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other reputed company Credentials • Series 7, 63, 65 (or 66) reputed company and reputed company. • A reputed company, reputed company Insurance Life/Health/Variable licenses is required or must be obtained reputed company 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 reputed company record in new business development and reputed company book management. • Proven experience in reputed company-oriented consumer bank setting. • Familiarity with servicing high-net-worth individuals. • Comfortable operating in a dynamic, entrepreneurial environment. • Bachelor’s degree is preferred. Commissioned based. Individuals in this role have historically reputed company between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an reputed company of our benefits, visit https://jobs.citizensbank.com/benefits. Hours & Work Schedule • Hours per Week: 40 • Work Schedule: Varies Apply tot his job Apply To this Job