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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt 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 Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial t

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advis

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Finan

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Securities LLC (JPMS), a registered broker-dealer and

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Morgan Securities LLC (JPMS), a registered broker-dealer and investment a

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.The Ci

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: Summit, NJ; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 475 Springfield Ave, Summit, NJ 07901; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: VP, Relationship Manager & Business Consultant Reports to: Sr. Vice President, Wealth Department: Simplicity Wealth: Business Consulting Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is primarily a Relationship Management role focused on working with our affiliated Independent Financial Advisors. You will have broad exposure to multiple internal departments with a primary focus on Relationship Management, Organic Sales Growth and Business Consulting to help our Financial Advisors grow their business. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, consistently performs at a high level under variable workloads, and has a passion for making a positive impact with our Independent Financial Advisors. Strong Industry experience with ability to coach and educate Advisors based on that experience is required. *This role is an in-office position. Primary Responsibilities: · Serve as the primary liaison and partner for affiliated Financial Advisors, ensuring an optimal client experience and maximum utilization of the Simplicity Wealth platform, products, and services. · Conduct in-depth assessments of Advisor practices to provide tailored solutions to help maximize all aspects of their business and bridge gaps between current and desired goals. · Responsible for driving organic Advisor growth by offering expertise in practice management: including strategy, financial planning, operations, lead generation, investment strategies, & marketing. · Assist in the design and creation of resources to help support Advisor development. · Collaborate, coach, and answer Advisor questions via phone, e-mail, and video, handling high levels of inbound/outbound Advisor calls and interactions · Lead regular educational webinars on best practices and Platform tools. · Ensure seamless Advisor support and resolution of issues in partnership with other internal teams and Advisor Development Consultants (ADCs). · Drive Advisor satisfaction, loyalty, and retention by ensuring successful platform integration and promoting the adoption of Simplicity solutions and coaching programs. · Provide ongoing reporting of Advisor metrics and progress in conjunction with other internal teams. · Actively facilitate Advisor connections with internal Subject Matter Experts (SMEs). · Maintain extensive and regular communication with affiliated Advisors, ADCs, and internal partners/stakeholders to build and maintain strong relationships. · Utilize Salesforce and other core technologies to accurately report, track, and manage all client engagements, activities, and opportunities. · Lead, manage, or actively participate in the assessment, and research for strategic company initiatives as assigned by management. · Provide training, mentorship, and education to other business consulting team members and internal staff to ensure a comprehensive understanding of the function, services, and support offered. Qualifications, Education & Experience: · Bachelor’s Degree, with an advanced degree or financial designations, preferred. · 3+ years of relationship management, wholesaler, and /or business consulting experience. · 6+ years broad business and/or sales experience. · 7+ years in the financial services / wealth management industry (Required). · Previous experience as a Financial Advisor, RIA, Broker Dealer, Insurance, or Annuity producer. · Proven leadership experience and ability to effectively partner with others. · Deep investment and product knowledge, and the ability to articulate complex ideas. · Strong familiarity with wealth management services and/or practice management. · RIA or previous Financial Advisor experience highly valued. · CFP, CHFC, Series 65, Series 66, Series 7 welcomed Core Competencies: · Time & Priority Management: Well-developed organizational and project management skills. Proven ability to self-direct, manage time, and deliver against tight deadlines. · Flexibility & Detail: Ability to see the big picture while maintaining exceptional attention to detail. Ability to multitask effectively in a busy environment with a "can-do" attitude. · Collaboration: Ability to work independently and seamlessly as a team player. · Technology Aptitude: Demonstrate a strong aptitude and appetite for new technology. · Availability: Ability to travel and work overtime as needed. Available to take urgent Advisor calls outside normal business schedule. · Critical Thinking & Problem-Solving: Possess solid intellectual, analytical, strategic thinking, and creative problem-solving skills. Ability to analyze and define complex problems, collect data, establish facts, and draw valid conclusions. Exhibit critical thinking and problem-solving skills to address Advisor concerns. · Communication/Sales: Excellent written and verbal communication and presentation skills, with the ability to express complex business concepts and technical terms clearly and with a high level of professionalism. Must be able to confidently speak with Advisors to facilitate value-driven discussions. · Drive & Work Ethic: Embody a tenacious drive, self-motivation, customer-centric mindset, and a commitment to owning results. Enthusiastic and effective under pressure. · Leadership & Accountability: Ability to inspire commitment, contributes to a positive culture, self-driven, and takes responsibility for actions. Able to hold self highly accountable for success measures and navigate change while maintaining alignment with organizational values. Maintains a mix of emotional intelligence, strategic foresight, and the courage to make difficult decisions to ensure long-term success. Compensation & Benefits: Compensation (based on experience) • Base salary: $125,000 -$135,000, exempt, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR mMxNdE0Yhd

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