Strategic Wealth Advisor: Growth & Planning

Citizens; Fairhaven (MA); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Retirement benefits

Job summary

Citizens Wealth Management seeks a Wealth Advisor to build a personalized wealth management practice and drive client success. This role collaborates with partners to extend client engagement and deliver comprehensive planning services.

You will manage a client book, pursue new business, and coordinate with specialists to provide planning, investments, insurance, and estate strategies in a collaborative, client-first environment.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Insurance Life/Health/Variable licenses active or must be obtained within 60 days of starting.

Responsibilities

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance relationships with partners to boost client engagements.
• Proactive outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through referrals.
• Tailor wealth planning to meet client needs.
• Deliver financial planning, investment management, insurance, and estate planning with internal experts.

Skills

Client relationships

Business development

Team collaboration

Financial planning

Education

Bachelor’s degree preferred

Tools

Series 7/63/65

Life/Health/Variable insurance licenses

Job description

Citizens Wealth Management seeks a Wealth Advisor to build a personalized wealth management practice and drive client success. This role collaborates with partners to extend client engagement and deliver comprehensive planning services.

You will manage a client book, pursue new business, and coordinate with specialists to provide planning, investments, insurance, and estate strategies in a collaborative, client-first environment.