Wealth Advisor: Grow a Personal Wealth Practice

Citizens; Johnston (RI); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisors collaborate in a branch-based environment to build tailored financial plans that meet short- and long-term client goals. You will conduct thorough discoveries and work with partners to uncover opportunities across planning, investments, insurance, and estate strategies.

The role emphasizes client interests, teamwork, and ongoing professional growth within a supportive Citizens Wealth Management framework.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience in financial services.
• Proven track record in new business development and client book management.
• Familiarity with servicing high-net-worth individuals and a team-oriented bank setting.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Strengthen relationships with partners to boost client introductions.
• Proactive outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through referrals.
• Tailor wealth planning to client needs.
• Collaborate with internal specialists to deliver financial planning, investment management, insurance, and estate planning.

Skills

New business development

Client book management

Team collaboration

High-net-worth servicing

Entrepreneurial mindset

Education

Bachelor’s degree (preferred)

Licenses and certifications

Tools

Insurance licenses (Life/Health/Variable)

Securities licenses (Series 7/63/65 or 66)

Job description

Citizens Wealth Advisors collaborate in a branch-based environment to build tailored financial plans that meet short- and long-term client goals. You will conduct thorough discoveries and work with partners to uncover opportunities across planning, investments, insurance, and estate strategies.

The role emphasizes client interests, teamwork, and ongoing professional growth within a supportive Citizens Wealth Management framework.