Wealth Advisor: Growth & Client Relationships

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

Job summary

Citizens Bank is seeking a Wealth Advisor to join our Boston branch, helping individuals and families map short- and long-term financial goals into tailored plans.

You'll work in a collaborative environment with experienced advisors and partners across departments to uncover opportunities, grow client relationships, and deliver comprehensive financial planning services including investments, insurance, and estate planning.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Life/Health/Variable insurance licenses required or must be obtained within 60 days of starting.
• Minimum of 2 years in a Wealth 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.
• Familiarity with servicing high-net-worth individuals.
• Bachelor’s degree is preferred.

Responsibilities

• Develop a high-quality wealth management practice with a personalized strategy.
• Enhance 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 knowledge of internal stakeholders and 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

Series 7, 63, 65 (or 66) licenses

Insurance licenses (Life/Health/Variable)

Bachelor’s degree preferred

Job description

Citizens Bank is seeking a Wealth Advisor to join our Boston branch, helping individuals and families map short- and long-term financial goals into tailored plans.

You'll work in a collaborative environment with experienced advisors and partners across departments to uncover opportunities, grow client relationships, and deliver comprehensive financial planning services including investments, insurance, and estate planning.