Wealth Advisor: Create Tailored Wealth Plans

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

Job summary

Citizens Wealth Advisor in Boston partners with individuals and families to understand their short- and long-term goals, then constructs tailored financial plans that meet those aims. In a branch-based, collaborative environment, you will conduct thorough discoveries and leverage the bank's resources to deliver comprehensive financial planning, investment management, insurance, and estate planning.

This role emphasizes client interests, proactive outreach, and growth of the advisor’s book

Qualifications

• Series 7, 63, 65 active and valid.
• Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting the role.
• Minimum of 2 years in a Financial Advisor role or equivalent 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 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

New business development

Client book management

Team collaboration

High-net-worth servicing

Education

Bachelor's degree (preferred)

Job description

Citizens Wealth Advisor in Boston partners with individuals and families to understand their short- and long-term goals, then constructs tailored financial plans that meet those aims. In a branch-based, collaborative environment, you will conduct thorough discoveries and leverage the bank's resources to deliver comprehensive financial planning, investment management, insurance, and estate planning.

This role emphasizes client interests, proactive outreach, and growth of the advisor’s book