Wealth Advisor for High-Net-Worth Clients

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

Job summary

Citizens Bank is seeking a Wealth Advisor to build and lead a branch-based wealth management practice. You will conduct thorough discoveries, craft tailored financial plans, and collaborate with partners to deliver comprehensive services including planning, investments, insurance, and estate planning.

You will serve high-net-worth clients in a team-focused environment, emphasizing client interests and professional growth while expanding the client base through referrals and partnerships.

Qualifications

• Active and valid Series 7, 63, 65 (or 66).
• Life/Health/Variable insurance licenses active or to be obtained within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven track record in new business development and client-book management.
• 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 with personalized strategy.
• Enhance relationships with partners to boost client introductions and engagement.
• Proactive outreach promoting Wealth Management capabilities.
• Grow existing relationships through referrals.
• Tailor planning to meet client needs; collaborate with internal specialists.

Skills

Series 7/63/65

Licenses: Life/Health/Variable

2+ years Financial Advisor

Team-oriented

High-net-worth servicing

Business development

Education

Bachelor’s degree preferred

Job description

Citizens Bank is seeking a Wealth Advisor to build and lead a branch-based wealth management practice. You will conduct thorough discoveries, craft tailored financial plans, and collaborate with partners to deliver comprehensive services including planning, investments, insurance, and estate planning.

You will serve high-net-worth clients in a team-focused environment, emphasizing client interests and professional growth while expanding the client base through referrals and partnerships.