Wealth Advisor - Cambridge, MA

Citizens Bank
Cambridge
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: high_schoolSkills: ["Client-focused","Relationship building","Team collaboration","New business development","Proactive outreach"]

Build and grow a branch-based wealth management practice by discovering client goals, developing personalized wealth strategies, and tailoring planning across financial planning, investment management, insurance, and estate planning. Drive client introductions through partnership referrals and proactive outreach, while managing and expanding an existing client book. Thrive in a collaborative environment, using specialists and internal stakeholders to deliver comprehensive services for individuals and families.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Cambridge, MA

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Last checked: 15 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by discovering client goals, developing personalized wealth strategies, and tailoring planning across financial planning, investment management, insurance, and estate planning. Drive client introductions through partnership referrals and proactive outreach, while managing and expanding an existing client book. Thrive in a collaborative environment, using specialists and internal stakeholders to deliver comprehensive services for individuals and families.
Location: Cambridge
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with personalized wealth management strategies.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Proactively outreach to clients and prospects to promote 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 BenefitsParental LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses required or must be obtained within 60 days of starting.
  • •Minimum 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.
Experience:2+ yearsFinancial servicesWealth managementConsumer bankingHigh-net-worthFinancial planning
Education:High School
Skills:Client-focusedRelationship buildingTeam collaborationNew business developmentProactive outreach
Licenses:Series 7Series 63Series 65Series 66Insurance Life/Health/Variable

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