Wealth Advisor: Build Tailored Plans & Growth

Citizens Bank; Watertown (MA); Sur place; USD 105 000 - 250 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Medical, dental, vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Résumé du poste

Citizens Bank Wealth Management is seeking a Wealth Advisor to design tailored financial plans for individuals and families. This branch-based role emphasizes client interests, growth, and collaboration with partners across the bank.

The advisor will develop a personalized wealth management practice, grow relationships through collaborations, and proactively engage clients and prospects to expand the wealth management footprint.

Qualifications

• Active securities licenses (Series 7, 63, 65/66) required or to be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven new business development and client book management experience.
• Team-oriented experience in a consumer banking setting.
• Bachelor’s degree preferred.

Responsabilités

• Develop a high-quality wealth management practice with personalized strategies.
• Enhance relationships with key partners to grow client engagements.
• Proactively reach out to clients and prospects to promote wealth management capabilities.
• Grow existing relationships through referrals and collaborative efforts.
• Tailor planning across financial planning, investments, insurance, and estate planning.

Connaissances

Series 7

Series 63

Series 65 (or 66)

Financial advisory experience

Formation

Bachelor’s degree (preferred)

Description du poste

Citizens Bank Wealth Management is seeking a Wealth Advisor to design tailored financial plans for individuals and families. This branch-based role emphasizes client interests, growth, and collaboration with partners across the bank.

The advisor will develop a personalized wealth management practice, grow relationships through collaborations, and proactively engage clients and prospects to expand the wealth management footprint.