Wealth Advisor - Growth, Planning & Flexible Hours

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking an experienced Wealth Advisor in the Medfield, MA area to build and manage a comprehensive wealth management practice for high-net-worth clients. You will conduct thorough discoveries, develop tailored financial plans, and collaborate with internal specialists to deliver financial planning, investments, insurance, and estate planning.

You will partner with colleagues to expand client referrals, nurture relationships, and provide proactive outreach to drive growth while

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Active Life/Health/Variable insurance licenses required or must be obtained within 60 days of starting.
• Minimum 2 years in a Financial Advisor role or equivalent experience.
• 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

New business development

Client book management

Team collaboration

High-net-worth servicing

Education

Bachelor’s degree preferred

Tools

Series 7/63/65 licenses

Insurance Life/Health/Variable licenses

Job description

Citizens Bank is seeking an experienced Wealth Advisor in the Medfield, MA area to build and manage a comprehensive wealth management practice for high-net-worth clients. You will conduct thorough discoveries, develop tailored financial plans, and collaborate with internal specialists to deliver financial planning, investments, insurance, and estate planning.

You will partner with colleagues to expand client referrals, nurture relationships, and provide proactive outreach to drive growth while