Wealth Advisor: Growth, Planning & Partnerships

Citizens

Framingham (MA)

On-site

USD 105,000 - 250,000

Full time

6 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Citizens, a leading financial services firm, is seeking a Wealth Advisor who will build a personalized wealth management practice and collaborate with partners to identify opportunities for client growth. The advisor will engage high-net-worth clients, conduct thorough discoveries, and translate goals into tailored financial plans.

The role emphasizes teamwork, relationship-building, and growth within a branch-based environment, with compensation driven by performance and a comprehensive

Qualifications

Active Series 7, 63, 65 (or 66) licenses or able to obtain.
Insurance Life/Health/Variable licenses required or obtained within 60 days.
At least 2 years in a Financial Advisor role or equivalent in financial services.
Proven 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 personalized strategies.
Enhance relationships with 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 internal stakeholders and specialists to deliver services including planning, investments, insurance and estate planning.

Job description

The role emphasizes teamwork, relationship-building, and growth within a branch-based environment, with compensation driven by performance and a comprehensive

Get your free, confidential resume review.

or drag and drop your file here.