Wealth Advisor - Fairhaven, MA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: high_schoolSkills: ["Client-focused","Relationship building","Proactive outreach","Business development","Teamwork"]

Build and grow a branch-based wealth management practice by conducting client discoveries and creating tailored wealth management strategies. Proactively outreach to clients and prospects, strengthen partner relationships to drive introductions, and grow existing relationships through referrals. Use internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning services. Operate in a collaborative, client-first environment supporting personal and professional growth.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Fairhaven, MA

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Last checked: 3 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by conducting client discoveries and creating tailored wealth management strategies. Proactively outreach to clients and prospects, strengthen partner relationships to drive introductions, and grow existing relationships through referrals. Use internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning services. Operate in a collaborative, client-first environment supporting personal and professional growth.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice providing personalized wealth management strategies.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Proactively conduct client and prospect outreach to promote Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning to client needs and coordinate services including financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirementParental LeaveLearning Budget

Key Requirements

  • •Active and valid Series 7, 63, 65 (or 66).
  • •Valid, active Insurance Life/Health/Variable licenses required (or obtain 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 with familiarity servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesConsumer bankingWealth managementHigh-net-worthClient book management
Education:High School
Skills:Client-focusedRelationship buildingProactive outreachBusiness developmentTeamwork
Licenses:Insurance Life/Health/Variable licenses
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