Citizens Bank Financial Advisor I in Kingston, New York


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 the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The successful candidate will work with another Financial Advisor in a partnership/split arrangement and meet with customers to determine their investment needs, recommend investments strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Financial Advisor I compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Financial Advisor I strives to meet and exceed identified sales goals. The Financial Advisor I will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel in an assigned territory. We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.As a Financial Advisor your primary responsibilities include:Go above and beyond for customers: Aspire to deliver world class customer serviceDrive sales through service: Analyze the customer’s investment needs and achieve sales and referral goals by developing a positive customer experienceBuild book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch successMaximize personal productivity: Desire to maximize personal productivity through attention to detail, self motivation, and adaptability to achieve branch and personal goalsGrow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills


Series 7 and 65 (preferred, must obtain within 90 days of employment)Life Accident & Health licensesBachelor's degree or equivalent work experienceExcellent oral and written communication skillsA team orientation with a strong work ethic and entrepreneurial spirit are desired2 or more years industry related experienceStrong computer skills and experience utilizing laptop technologyHours & Work Schedule:Hours per Week: 40Work Schedule: Monday - Friday 8:00 am - 5:00 pm