Wealth Advisor — Client-Driven Financial Planning & Growth

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

Job summary

Citizens Wealth Advisor role in Boston focuses on helping individuals and families achieve their financial goals through tailored plans and a collaborative team approach. Advisors conduct thorough discoveries, build personalized strategies, and work with partners to uncover client opportunities.

The position emphasizes client interests, professional growth, and a supportive, branch-based environment. Requires securities licenses and relevant advisory experience, with strong emphasis on

Qualifications

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Bachelor’s degree is preferred.

Responsibilities

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance and preserve 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

Financial advisory experience

Business development

Team collaboration

High-net-worth servicing

Education

Bachelor’s degree preferred

Job description

Citizens Wealth Advisor role in Boston focuses on helping individuals and families achieve their financial goals through tailored plans and a collaborative team approach. Advisors conduct thorough discoveries, build personalized strategies, and work with partners to uncover client opportunities.

The position emphasizes client interests, professional growth, and a supportive, branch-based environment. Requires securities licenses and relevant advisory experience, with strong emphasis on