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Wealth Client Consultant

Wealth and Asset Management

Westwood, Massachusetts; Boston, Massachusetts

Req. Number: 221822

Full/Part Time: F

Shift: 1st Shift

Description

Citizens Securities, Inc. is honored to be a high-quality provider in the investment services industry and is focused on growing our market share in our expanding footprint. We are currently hiring Wealth Client Consultants and whether you hold just one license and are early in your career, or are a fully licensed, seasoned Wealth professional we would love to talk to you!

A Wealth Client Consultant's primary objective is new business development. In this role, you will proactively engage and generate new Wealth client relationships through outreach to existing Citizens customers. Nurturing those relationships from the first time you reach out and, in every follow-up, will uncover lending and investment opportunities. When talking with prospective clients, Wealth Client Consultants use their discovery skills to identify client needs, with the goal of referring that prospective client or business opportunity to the appropriate business partner(s). Another aspect of this role is working together with internal and external partners to build awareness of Citizens' wealth management capabilities.

Responsibilities

  • Use Smart Lead data intelligence to prepare to articulate our value proposition
  • Understand and establish client profiles to uncover opportunities for broadening Citizens' position
  • Contact prospects perform needs analysis with the goal of acquiring an investment relationship
  • Identify issues and opportunities via financial planning process and use of discovery planning tools
  • Transition prospects seamlessly from initial outreach to warm leads for partners
  • Use CRM tool to detail client interactions/prospecting activities
  • Build an activity-based business development plan centered around proactive outreach and follow-up behaviors

Qualifications

    • You are required to hold at least one of the following licenses: FINRA Series 6 (or 7) , 65 (or 66) or Life and Health Insurance license.  Fully licensed is preferred and any required licenses must be obtained within a specified timeframe upon hire
    • Familiarity with sales of banking products and lending services (required)
    • Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience
    • Experience with investment product referrals and sales (preferred)
    • Excellent written and verbal communication skills
    • Able to consistently maintain heavy proactive outbound sales activity
    • Able to establish successful interpersonal relationships with clients, colleagues, and external partners
    • Able to work in a collaborative, team environment
    • Record of identifying and transitioning high-quality introductions
    • Experience identifying and uncovering explicit and implicit investment opportunities
    • Experience in the financial planning discovery process and planning based planning tools
    • Knowledgeable of regulatory requirements to ensure a sound control environment

    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

    Why work with us

    • Colleague development: We offer a clear career path, in-depth training, coaching and mentoring to help you reach your potential
    • Outstanding resources: We have access to big data analytics, technology, referrals and industry-wide tools to help target and grow your client relationships
    • Commitment to community: We give back to the communities you work in and live in by volunteering and donating to charities

    Awards we've received

    • Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020)
    • Military Friendly Employer (2021)
    • Dave Thomas Foundation – Best Adoption-friendly Workplace (2020)
    • Diversity, Inc. – Top 50 companies for diversity (2020)

    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.

    View Benefits

    Awards We've Received

    2022

    Human Rights Campaign Best Places to Work for LGBTQ Equality

    2021

    Dave Thomas Foundation Best Adoption-friendly Workplace

    2021

    DiversityInc
    Noteworthy Company for Diversity

    2021

    Military Friendly Employer

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