Elite Private Client Advisor - Wealth & Planning

Socket.dev; Fairhaven (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

Retirement plan

Parental leave

Flexible work

Education reimbursement

Wellness programs

Job summary

Citizens Private Client seeks a Relationship Manager to engage affluent clients and deliver long-term financial planning with Wealth Advisors.

You will onboard new high-net-worth clients, grow deposits, investments and lending, and deepen relationships with proactive outreach and personalized planning.

A Bachelor's degree is required along with SIE, Series 6/7 and 63/66 licenses; 3–5 years in wealth management or banking is expected. Excellent communication is essential.

Qualifications

• Bachelor's degree required.
• 3–5 years of banking, wealth management or related experience.
• Experience working with affluent and high-net-worth clients.
• Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) at hire; Life/Health/AD&D licenses can be obtained later.
• Proven track record in client-centric, initiative-taking sales.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
• Grow net deposits, investments, and lending balances by conducting discovery and financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and Certified Financial Planners to help clients reach their goals.
• Partner with colleagues across Retail, Business Banking, Mortgage and Wealth for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Relationship management

Outbound sales

Communication skills

Sales collaboration

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Citizens Private Client seeks a Relationship Manager to engage affluent clients and deliver long-term financial planning with Wealth Advisors.

You will onboard new high-net-worth clients, grow deposits, investments and lending, and deepen relationships with proactive outreach and personalized planning.

A Bachelor's degree is required along with SIE, Series 6/7 and 63/66 licenses; 3–5 years in wealth management or banking is expected. Excellent communication is essential.