Wealth Advisor: Grow Client Portfolios & Partnerships

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

Job summary

Citizens Bank in Massachusetts seeks a Wealth Advisor to build a personalized wealth management practice in a branch setting. You will work with partners to identify opportunities, advise clients, and grow the client book through referrals and proactive outreach.

The role requires Series licenses, a relevant background, and comfort operating in a collaborative banking environment. A degree is preferred; 40-hour work week, M-F branch hours.

Qualifications

• Active licenses Series 7, 63, 65 (or 66) required.
• Life/Health/Variable licenses must be obtained within 60 days of starting the role as a condition of employment.
• 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

Series 7

Series 63

Series 65

Life/Health/Variable licenses

Education

Bachelor’s degree preferred

Job description

Citizens Bank in Massachusetts seeks a Wealth Advisor to build a personalized wealth management practice in a branch setting. You will work with partners to identify opportunities, advise clients, and grow the client book through referrals and proactive outreach.

The role requires Series licenses, a relevant background, and comfort operating in a collaborative banking environment. A degree is preferred; 40-hour work week, M-F branch hours.