Wealth Advisor - Peabody/Beverly, MA

Citizens Financial; United States; On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Generous PTO

Job summary

Citizens Wealth Advisor role at Citizens Financial is a branch-based position focused on delivering personalized wealth management strategies. You will work in a collaborative environment that puts client interests first and supports the growth of team members.

You will partner with various business units to uncover opportunities, manage client books, and provide financial planning, investment management, insurance, and estate planning services to high-net-worth clients.

Qualifications

• Active securities licenses required or to be obtained within 60 days of starting.
• Licensed or to obtain Life/Health/Variable insurance licenses.
• Bachelor's degree preferred for advanced advisory roles.

Responsibilities

• Develop a high-quality wealth management practice with tailored strategies.
• Enhance relationships with key partners to boost client engagements.
• Proactively reach out to clients and prospects to promote services.
• Grow relationships through referrals from internal and external partners.
• Tailor planning to meet client needs using specialists as needed.
• Collaborate with internal stakeholders to deliver financial planning, investments, and estate planning.

Skills

New business development

Client book management

Team-oriented

High-net-worth servicing familiarity

Education

Series 7, 63, 65 (or 66) active and valid

Insurance Life/Health/Variable licenses

Bachelor's degree preferred

Job description

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 include:

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

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