Private Client Advisor

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for commission.

Essential Duties and Responsibilities:

1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
2. Represents CitizensTrust (CT) business for wealth management and trust sales;
3. Primary responsibility is wholesaling to territory of CBB Business Financial Centers (BFCs) and the Bank RMs to represent and raise awareness of CT investment advisory and trust services / offerings to develop referrals;
4. Work jointly with Bank RMs to meet with prospects, discuss and determine financial / investment needs, and define prospective investment solutions as appropriate;
5. Close sales for wealth management related investment and trust services business;
6. Transition clients to portfolio managers and trust officers for ongoing account servicing and administration;
7. Follow up with new clients during year one, as needed, to assure account successful on-boarding and retention.
8. Must be capable of networking and developing relationships from the beginning with bank officers, attorneys, accountants, insurance professionals, investment bankers or others who can introduce him/her to high net worth individuals who have the potential to become clients.
9. Accustomed to a high level of daily sales and marketing activity.
10. Familiar with principles of investing and personal planning, ideally including experience advising private clients on financial matters.
11. Consult with clients and prospects regarding estate and tax planning and other fiduciary needs, and marshal the resources within CitizensTrust to meet those needs.
12. Communicate client objectives and review asset allocations with portfolio managers; assist portfolio managers in understanding the financial objectives of clients, as well as their personal goals and preferences.
13. Demonstrable network of high net worth individuals and the advisors who serve them. A high level of comfort in developing relationships with high-net-worth and ultra-high-net-worth individuals, including business owners.
14. The ability to work with high net worth individuals, businesses and municipalities across a variety of backgrounds, products and services is key.
15. Provide, present and promote The Citizens Experience to all external and internal customers.
16. . Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities, but a matrix of working relationships.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B A or BS) from four-year college or university and a minimum of five years related experience and/or training. Advanced degree (ie: MBA) or certificates is a plus.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

To perform this job successfully, an individual should have knowledge of Microsoft Office.

Certificates, Licenses, Registrations

Current driver's license required, and securities industry licensing as needed.

Other Qualifications

Must be able to travel locally a minimum of 50% of the time.

MBA, CFA, CFP, BMA a plus but not required.

Well networked and comfortable generating business in the markets served by the Bank (ie: Central Valley, Inland Empire, Los Angeles and Orange Counties and the surrounding areas).

Other Skills

- A natural inclination towards building, nourishing, and renewing personal relationships and networks.

- Unquestionable ethics and integrity, a flexible, adaptive individual who is a self-starter and can work effectively in a collaborative sales environment.

-Superlative interpersonal talents with particular emphasis on listening and advisory

- A strong intellect and an interest in staying abreast of developments in the investment world.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions when travel is required. The noise level in the work environment is usually moderate.

Salary Range:$127,475.00 To $184,838.00 Annually

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for commission.