Citizens Bank-posted about 1 year ago
$105,000 - $250,000/Yr
Full-time • Mid Level
Kingston, NY
Credit Intermediation and Related Activities
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The Private Client Financial Advisor at Citizens is responsible for providing tailored financial advice and solutions to clients, helping them navigate their financial goals through a collaborative approach with various banking, lending, and investment services. This role emphasizes building and deepening client relationships, utilizing financial planning tools to analyze client needs, and recommending suitable investment strategies and products.
