Wealth Advisor: Grow Client Portfolios & Plans

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

Job summary

Citizens Bank is seeking a Wealth Advisor to conduct thorough client discoveries and craft tailored financial plans that align with short- and long-term goals. This branch-based role emphasizes collaboration, client-first service, and ongoing growth within Citizens Wealth Management.

The advisor will work with business partners and specialists to deliver comprehensive services, including financial planning, investments, insurance, and estate planning.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Valid Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent in financial services.
• Proven track record in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Bachelor’s degree preferred.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Enhance relationships with key partners to boost client referrals and engagement.
• Proactive client and prospect outreach to promote Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Collaborate with internal stakeholders and specialists to deliver planning, investment, insurance, and estate services.

Skills

Series 7/63/65

New business development

Client book management

Team-oriented culture

Education

Bachelor’s degree

Job description

Citizens Bank is seeking a Wealth Advisor to conduct thorough client discoveries and craft tailored financial plans that align with short- and long-term goals. This branch-based role emphasizes collaboration, client-first service, and ongoing growth within Citizens Wealth Management.

The advisor will work with business partners and specialists to deliver comprehensive services, including financial planning, investments, insurance, and estate planning.