Wealth Advisor: Grow Client Wealth & Your Practice

Citizens; Watertown (MA); 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

Generous PTO policy

Job summary

Citizens Bank is seeking a Wealth Advisor to build personalized wealth management strategies for individuals and families. You will conduct discoveries, tailor financial plans, and collaborate with partners to uncover opportunities while prioritizing client interests.

In this role you will serve high-net-worth clients, develop new business, and work within a branch-based team to deliver comprehensive services including financial planning, investment management, insurance, and estate planning.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses required.
• Active Life/Health/Variable insurance licenses required or must be obtained within 60 days of start.
• Minimum 2 years as Financial Advisor or equivalent experience in financial services.
• 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 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 license set

Insurance licenses

Financial advisor experience

New business development

High-net-worth servicing

Team collaboration

Education

Bachelor’s degree (preferred)

Job description

Citizens Bank is seeking a Wealth Advisor to build personalized wealth management strategies for individuals and families. You will conduct discoveries, tailor financial plans, and collaborate with partners to uncover opportunities while prioritizing client interests.

In this role you will serve high-net-worth clients, develop new business, and work within a branch-based team to deliver comprehensive services including financial planning, investment management, insurance, and estate planning.