Wealth Advisor - Braintree, MA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Collaboration","Client relationship management","Proactive outreach","New business development","Entrepreneurial mindset"]

Build and grow a branch-based wealth management practice for individuals and families. Conduct client discoveries to develop tailored financial plans covering financial planning, investment management, insurance, and estate planning. Proactively outreach to prospects, deepen relationships through partner referrals, and manage a client book while leveraging internal specialists to deliver a full range of services.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Braintree, MA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice for individuals and families. Conduct client discoveries to develop tailored financial plans covering financial planning, investment management, insurance, and estate planning. Proactively outreach to prospects, deepen relationships through partner referrals, and manage a client book while leveraging internal specialists to deliver a full range of services.
Location: United States
Workplace: Onsite
Employment Type: Full time
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 knowledge of 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 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 servicesConsumer banking
Education:High School
Skills:CollaborationClient relationship managementProactive outreachNew business developmentEntrepreneurial mindset
Licenses:Series 7Series 63Series 65Series 66Insurance LifeInsurance HealthVariable licenses
Languages:US

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