Wealth Advisor - Framingham, MA

Citizens Financial Group • Framingham, MA

6d • Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain their financial goals by conducting thorough discovery of clients’ short- and long-term goals and creating tailored financial plans. This is a branch-based advisory role in a collaborative environment focused on 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

• Hold active and valid Series 7, 63, and 65 (or 66) licenses.
• Hold a valid, active Insurance Life/Health/Variable license, or obtain it within 60 days of starting the role as a condition of employment.
• Have at least 2 years of experience in a Financial Advisor role or equivalent experience in financial services.
• Demonstrate a track record in new business development and client book management.
• Have proven experience in a team-oriented consumer bank setting.
• Be familiar with servicing high-net-worth individuals.
• Be comfortable operating in a dynamic, entrepreneurial environment.

Nice To Haves

• Bachelor’s degree preferred.

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.
• Conduct proactive outreach to clients and prospects to promote Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Use the knowledge of internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Benefits

• Competitive pay
• Comprehensive medical, dental, and vision coverage
• Retirement benefits
• Maternity and paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed