Wealth Advisor - Framingham, MA

Citizens•Framingham, MA

6d•$105,000 - $250,000•Onsite

About The Position

Citizens Wealth Advisors help individuals and families attain financial goals by conducting thorough discovery of clients’ short- and long-term objectives and creating tailored financial plans. This branch-based role operates 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 provide 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 financial services experience.
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 reach out to clients and prospects to promote Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Work with internal stakeholders and specialists to deliver financial planning, investment management, insurance, and estate planning services.