Wealth Advisor — Branch-Based, Flexible Hours, Growth

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

Job summary

Citizens Bank in Boston is seeking a Wealth Advisor to guide clients in achieving financial goals through discoveries and tailored plans, working within a branch-based, collaborative environment.

You will partner with internal specialists to deliver comprehensive services such as financial planning, investment management, insurance, and estate planning, while building a growing client book and cross-referring with business partners.

Qualifications

• Active and valid Series 7/63/65 (or 66) license required.
• Life/Health/Variable Insurance licenses required or must be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven track record in new business development and client book management.

Responsibilities

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance 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.
• Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Skills

New business development

Client book management

Team-oriented

High-net-worth familiarity

Education

Bachelor’s degree preferred

Tools

Series 7

Series 63

Series 65

Insurance licenses

Job description

Citizens Bank in Boston is seeking a Wealth Advisor to guide clients in achieving financial goals through discoveries and tailored plans, working within a branch-based, collaborative environment.

You will partner with internal specialists to deliver comprehensive services such as financial planning, investment management, insurance, and estate planning, while building a growing client book and cross-referring with business partners.