Wealth Advisor - Medfield/Walpole, MA
About The Position
Citizens is seeking an experienced Wealth Advisor to help individuals and families attain their financial goals. This branch-based role involves conducting thorough discovery to understand clients’ short- and long-term goals and constructing tailored financial plans. The advisor works in a collaborative environment that prioritizes client interests and the personal and professional growth of team members, while partnering with business partners and centers of influence to identify prospective opportunities. The Wealth Advisor develops a personalized wealth management practice, builds and maintains partner relationships, and grows client relationships through proactive outreach and referrals. The role draws on internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.
Requirements
- Active and valid Series 7, 63, and 65 (or 66) licenses.
- An active, valid Insurance Life/Health/Variable license, or the ability to obtain it within 60 days of starting 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 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.
- 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 mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
