Wealth Advisor - Flexible Work Arrangements & High Earnings

Citizens Bank; Attleboro (MA); In loco; USD 105.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Descrizione del lavoro

Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and deepen client relationships. You will present comprehensive financial plans and coordinate with specialists to deliver planning, investments, insurance, and estate strategies.

The role emphasizes proactive outreach, expanding the client base, and collaborating with partners to drive engagement in Citizens Wealth Management services. Bachelor’s degree is preferred and relevant licenses are required.

Competenze

• Active FINRA licenses: Series 7, 63, 65 (or 66).
• Insurance license (Life/Health/Variable) required or must be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven track record in new business development and client book management.
• Familiarity with servicing high-net-worth individuals in a consumer bank setting.
• Bachelor’s degree is preferred.

Mansioni

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance relationships with key partners to boost client referrals and engagement.
• Proactive client outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth planning to meet client needs using internal specialists.
• Deliver a range of services including financial planning, investments, insurance, and estate planning.

Conoscenze

FINRA Series 7

FINRA Series 63

FINRA Series 65

Insurance licenses

New business development

Client book management

Team oriented

Formazione

Bachelor's degree preferred

Descrizione del lavoro

Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and deepen client relationships. You will present comprehensive financial plans and coordinate with specialists to deliver planning, investments, insurance, and estate strategies.

The role emphasizes proactive outreach, expanding the client base, and collaborating with partners to drive engagement in Citizens Wealth Management services. Bachelor’s degree is preferred and relevant licenses are required.