Wealth Advisor – Grow High‑Net‑Worth Portfolios

Citizens

Johnston (RI)

On-site

USD 105,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Competitive pay

Comprehensive medical coverage

Dental & vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off

Job summary

Citizens Wealth Advisors are seeking to build a high-quality wealth management practice that delivers personalized financial plans for individuals and families. You’ll conduct thorough discoveries to understand goals and tailor a plan that meets those aims.

The role emphasizes proactive client outreach, relationship growth, and collaboration with internal specialists across financial planning, investment management, insurance, and estate planning to deliver comprehensive services.

Qualifications

Series 7, 63 and 65 (or 66) active and valid.
Valid Insurance Life/Health/Variable licenses required or within 60 days.
Minimum 2 years as a Financial Advisor or equivalent experience.
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 tailored strategies.
Enhance relationships with key partners to boost client engagement.
Proactive client and prospect outreach promoting Wealth Management capabilities.
Grow existing relationships through partnerships and referrals.
Tailor planning to meet client needs using internal specialists.