Wealth Advisor - South Boston, MA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: bachelorsSkills: ["Client relationship management","Proactive outreach","Team collaboration","Business development","Client-focused planning"]

Build and grow a branch-based wealth management practice by discovering clients’ short- and long-term goals and designing tailored financial plans. Proactively reach out to clients and prospects, enhance relationships with key partners, and drive introductions through referrals. Manage and expand your client book, using internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning.

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Citizens Bank
Citizens Bank
4 days ago

Wealth Advisor - South Boston, MA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Build and grow a branch-based wealth management practice by discovering clients’ short- and long-term goals and designing tailored financial plans. Proactively reach out to clients and prospects, enhance relationships with key partners, and drive introductions through referrals. Manage and expand your client book, using internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning.
Location: United States
Workplace: Onsite
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with a personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Proactively outreach to clients and prospects to promote Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning to client needs using internal stakeholders and specialists.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsPaid LeaveWellness StipendFlexible Work

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •A valid, active Insurance Life/Health/Variable license required or must be obtained within 60 days of starting.
  • •Minimum 2 years in a Wealth 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 and familiarity with servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesWealth management
Education:Bachelor's
Skills:Client relationship managementProactive outreachTeam collaborationBusiness developmentClient-focused planning
Licenses:Insurance LifeInsurance HealthInsurance Variable
Certifications:Series 7Series 63Series 65Series 66

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website