Wealth Advisor: Strategic Planning & Growth

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

Benefits offered by this job

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Advisory is seeking a branch-based Wealth Advisor who excels in collaboration and puts client interests first. You will conduct thorough discoveries to understand a client’s goals and craft tailored financial plans incorporating planning, investment management, insurance, and estate considerations.

The role emphasizes professional growth, relationship building with business partners, and proactive client outreach to leverage Citizens’ multi-service platform across branches and

Qualifications

• 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.
• 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

Series 7/63/65

Insurance licenses

Financial advisory

New business development

Team collaboration

Education

Bachelor's degree (preferred)

Job description

Citizens Wealth Advisory is seeking a branch-based Wealth Advisor who excels in collaboration and puts client interests first. You will conduct thorough discoveries to understand a client’s goals and craft tailored financial plans incorporating planning, investment management, insurance, and estate considerations.

The role emphasizes professional growth, relationship building with business partners, and proactive client outreach to leverage Citizens’ multi-service platform across branches and