Wealth Advisor - Roxbury/Mattapan, MA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Client-focused","Relationship building","Proactive outreach","Teamwork","Comfort in an entrepreneurial environment"]

Build and grow a branch-based wealth management practice by developing personalized strategies and proactively reaching out to clients and prospects. Strengthen relationships with key partners to drive introductions and referrals, and tailor wealth planning using internal specialists across financial planning, investment management, insurance, and estate planning. Maintain a client book through new business development, partnership referrals, and ongoing relationship management in a team-oriented, entrepreneurial environment.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Roxbury/Mattapan, 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 by developing personalized strategies and proactively reaching out to clients and prospects. Strengthen relationships with key partners to drive introductions and referrals, and tailor wealth planning using internal specialists across financial planning, investment management, insurance, and estate planning. Maintain a client book through new business development, partnership referrals, and ongoing relationship management in a team-oriented, entrepreneurial environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid LeaveFlexible Work

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses required or 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; familiarity with servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesConsumer bankingWealth management
Education:High School
Skills:Client-focusedRelationship buildingProactive outreachTeamworkComfort in an entrepreneurial environment
Licenses:Insurance Life/Health/Variable
Certifications:Series 7Series 63Series 65Series 66
Languages:English

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