Wealth Advisor - Charlestown/Revere, MA
$105,000–$105,000 year
On-siteCharlestown, Massachusetts, United States
Job Summary
Develop a high-quality wealth management practice by conducting thorough client discoveries to understand short- and long-term goals, then constructing tailored financial plans. Enhance relationships with key partners to boost client introductions and engagement while performing proactive outreach to promote Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals and utilize internal stakeholder knowledge to deliver services including financial planning, investment management, insurance, and estate planning. This branch-based role emphasizes client interests and team growth within a collaborative environment.
Required Qualifications
- Series 7, 63, 65 (or 66) active and valid
- A valid, active Insurance Life/Health/Variable licenses
- 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
Desired Qualifications
- Bachelor's degree
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.