Wealth Advisor: Build Tailored Plans for High‑Net‑Worth Clients

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

Job summary

Citizens Bank seeks a Wealth Advisor to build and manage a personalized wealth management practice for clients and families in a branch setting. The role collaborates with partners to identify opportunities, reach out to prospects, and strengthen client relationships through referrals.

The advisor will tailor financial plans, and coordinate with specialists for planning, investments, insurance, and estate considerations, supporting client growth and satisfaction.

Qualifications

• Active FINRA licenses (Series 7, 63, 65 or 66).
• Life/Health/Variable insurance licenses required or to be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Experience in a team-oriented consumer banking setting.
• Familiarity with servicing high-net-worth individuals.
• Comfortable in a dynamic, entrepreneurial environment.

Responsibilities

• Develop a high-quality wealth management practice with personalized planning.
• Enhance relationships with partners to boost client engagement.
• Proactively reach out to clients and prospects about Citizens Wealth Management.
• Grow existing relationships through referrals and collaboration.
• Tailor wealth strategies to meet client needs.
• Leverage internal resources for financial planning, investment management, insurance, and estate planning.

Skills

Financial advisory experience

New business development

Client book management

Team-oriented environment

High-net-worth servicing

Entrepreneurial mindset

Education

Series 7, 63, 65 (or 66) active and valid

Insurance Life/Health/Variable licenses (or obtain within 60 days)

Bachelor’s degree preferred

Job description

Citizens Bank seeks a Wealth Advisor to build and manage a personalized wealth management practice for clients and families in a branch setting. The role collaborates with partners to identify opportunities, reach out to prospects, and strengthen client relationships through referrals.

The advisor will tailor financial plans, and coordinate with specialists for planning, investments, insurance, and estate considerations, supporting client growth and satisfaction.