Wealth Advisor - Peabody/Beverly, MA

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

Benefits offered by this job

Competitive pay

Medical insurance

Dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisors are branch-based professionals who conduct thorough discoveries to tailor financial plans that meet clients’ goals. They work in a collaborative environment that prioritizes client interests and the growth of the team.

In this role you will develop a high-quality wealth management practice, deepen partner relationships, and proactively promote Citizens Wealth Management capabilities to clients and prospects.

Qualifications

• Active Series 7, 63, 65 licenses.
• Active life/health/variable licenses are required or must be obtained within 60 days.
• Minimum 2 years as Financial Advisor or equivalent.
• Experience in new business development and client book management.
• Team-oriented consumer banking experience.
• Familiarity with high-net-worth servicing.
• Entrepreneurial environment experience.
• Bachelor’s degree preferred.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategy.
• Enhance relationships with key partners to boost client referrals and engagement.
• Proactive outreach promoting Wealth Management capabilities.
• Grow existing relationships through partnerships and referrals.
• Tailor wealth planning to meet client needs.
• Leverage internal specialists to deliver financial planning, investment, insurance, and estate planning.

Education

Series 7, 63, 65 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.

• 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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Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.