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Citizens Wealth Client Consultant in Levittown, 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 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.


  • 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


  • 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


    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)

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.