Wealth Advisor - Medfield/Walpole, MA

Citizens Financial; United States; In loco; USD 105.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Descrizione del lavoro

Citizens Financial is seeking a Wealth Advisor to develop and manage a personalized wealth management practice within a branch. You will collaborate with partners to generate client introductions and ensure engagement across the client base.

The role emphasizes serving high-net-worth clients, coordinating with internal specialists, and delivering comprehensive services such as financial planning, investments, and estate planning.

Competenze

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

Mansioni

• 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.

Conoscenze

Series 7

Series 63/65

Financial advisory

Team collaboration

High-net-worth familiarity

Bachelor's degree (preferred)

Formazione

Bachelor's degree (preferred)

Descrizione del lavoro

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary 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.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• 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.
• Comfortable operating in a dynamic, entrepreneurial environment.
• Bachelor's degree is preferred.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F (Branch Hours)

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters.

Benefits

• We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
• Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.