Financial Advisor
Big Bend, WI 
Posted Today
Job Description

At Citizens Bank wehelp people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team.We are seeking an experienced Financial Advisor to join our CB Investments team.

As a Financial Advisor at Citizens Bank you will:

  • Consult on investment and insurance strategies, as well as the development of financial plans for clients.
  • Build strong relationships with clients and coworkers byefficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
  • Interpret various planning documents, including tax returns, account statements, Social Security benefit estimates, pension statements, annuity contracts, life insurance policy documents, etc.
  • Acquire, expand and maintain client relationships through business development and client and community networking.
  • Actively and regularly educate branch staff and internal business partners to identify investment opportunities.
  • Drive investment education and visibility among branch staff.
  • Have regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
  • Participate in networking and community events to make contacts and build relationships.


  • High school diploma or equivalent required
  • Bachelor's degree in Business or Finance preferred.
  • Minimum of three years previous experience as a Financial Advisor or in a similar position
  • FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
  • Strong computer skills, including working knowledge of Microsoft Office products.
  • Ability to balance multiple projects and work under strict deadlines at times.
  • Ability to work independently on projects and effectively relate to others in order to accomplish work responsibilities and objectives.
  • Strong writing and presenting skills.
  • Ability to act as a team player, assisting others in the department when necessary
  • Ability to build strong relationships with both internal and external customers

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal "EEO is the Law" poster at


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
3+ years
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