Wealth Advisor: Tailored Planning & Growth for Clients

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Benefits

Maternity/Paternity Leave

Flexible Work Arrangements

Education Reimbursement

Wellness Programs

Job summary

Citizens Wealth Management is hiring a Wealth Advisor in Cambridge, MA. The role focuses on conducting discoveries to understand client goals and crafting tailored financial plans that align with short- and long-term objectives.

The position emphasizes building a robust wealth management practice, expanding client networks, and delivering comprehensive services, including planning, investments, insurance, and estate planning.

Qualifications

• Active Series 7, 63, 65 (or 66) licenses.
• Life/Health/Variable license required within 60 days.
• Minimum 2 years in a Financial Advisor role or equivalent.
• Experience in new business development and client book management.
• Proven success in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth clients.
• Comfortable in a dynamic entrepreneurial environment.
• Bachelor’s degree preferred.

Responsibilities

• Develop a high-quality wealth management practice with personalized strategies.
• Maintain and expand relationships with key partners to boost client engagement.
• Proactively outreach to clients and prospects highlighting Citizens Wealth Management.
• Grow existing relationships through referrals.
• Tailor planning to meet client needs across services.
• Leverage internal specialists to deliver financial planning, investment, insurance, and estate planning.

Skills

Series 7/63/65 licenses

Financial advisory experience

Client book management

Team-oriented banking environment

Education

Bachelor’s degree (preferred)

Job description

Citizens Wealth Management is hiring a Wealth Advisor in Cambridge, MA. The role focuses on conducting discoveries to understand client goals and crafting tailored financial plans that align with short- and long-term objectives.

The position emphasizes building a robust wealth management practice, expanding client networks, and delivering comprehensive services, including planning, investments, insurance, and estate planning.