Wealth Advisor - Peabody/Beverly, MA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship building","Curiosity","Customer-centricity","Persistence","Entrepreneurial mindset"]

Develop and grow a branch-based wealth management practice by creating personalized financial strategies for clients and prospects. Build and enhance relationships with key partners to drive client introductions, perform proactive outreach, and expand existing relationships through referrals. Use internal specialists to deliver financial planning, investment management, insurance, and estate planning services. Operate in an entrepreneurial, team-oriented consumer bank environment.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Peabody/Beverly, MA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Develop and grow a branch-based wealth management practice by creating personalized financial strategies for clients and prospects. Build and enhance relationships with key partners to drive client introductions, perform proactive outreach, and expand existing relationships through referrals. Use internal specialists to deliver financial planning, investment management, insurance, and estate planning services. Operate in an entrepreneurial, team-oriented consumer bank environment.
Location: United States
Workplace: Onsite
Employment Type: Full time

Key Responsibilities

  • •Develop a high-quality wealth management practice with personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to increase client introductions and engagement.
  • •Conduct proactive client and prospect outreach promoting wealth management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning using internal stakeholders and specialists across financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •Series 7 and 63 and 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses, or must be obtained within 60 days of starting.
  • •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 and familiarity with servicing high-net-worth individuals.
Experience:2+ yearsFinancial services
Education:High School
Skills:Relationship buildingCuriosityCustomer-centricityPersistenceEntrepreneurial mindset
Licenses:Insurance LifeInsurance HealthInsurance Variable
Certifications:Series 7Series 63Series 65

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