Wealth Advisor - Medfield/Walpole, MA

Citizens•Medfield, MA

5d•$105,000 - $250,000•Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain financial goals by understanding clients’ short- and long-term objectives and constructing tailored financial plans. This is a branch-based advisor role in a collaborative environment that emphasizes clients’ interests and the personal and professional growth of team members. Wealth Advisors work with business partners and centers of influence to identify prospective opportunities and deliver wealth management services.

Requirements

Active and valid Series 7, 63, and 65 (or 66) licenses.
Active and valid Insurance Life/Health/Variable licenses, or the ability to obtain them within 60 days of starting the role as a condition of employment.
At least 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.
Comfort operating in a dynamic, entrepreneurial environment.

Nice To Haves

Bachelor’s degree.

Responsibilities

Develop a high-quality wealth management practice that provides personalized wealth management strategies.
Enhance and preserve relationships with key partners to increase client introductions and engagement.
Proactively contact clients and prospects to promote Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Use internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Benefits

Competitive pay
Comprehensive medical coverage
Dental coverage
Vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States