Wealth Advisor - Cambridge, MA

About the role

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary Responsibilities

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy
• Enhance and preserve relationships with key partners to boost client introductions and engagement
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities
• Grow existing relationships through partnership referrals
• Tailor wealth management planning to meet client needs
• Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning

Qualifications

• Series 7, 63, 65 (or 66) active and valid
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment
• A 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
• Comfortable operating in a dynamic, entrepreneurial environment
• Bachelor's degree is preferred

Schedule

40 hours per week, Monday through Friday during branch hours.

Pay

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.