Wealth Advisor - Watertown, MA
$105,000–$105,000 year
On-siteWatertown, Massachusetts, United States
Job Summary
Develop a high-quality wealth management practice by constructing tailored financial plans that meet client short- and long-term goals. Conduct thorough discoveries to understand client needs, then enhance and preserve relationships with key partners to boost introductions and engagement. Perform proactive outreach promoting Citizens Wealth Management capabilities while growing existing relationships through partnership referrals. Utilize internal stakeholder knowledge to deliver services including financial planning, investment management, insurance, and estate planning. Requires Series 7, 63, 65, and active Insurance Life/Health/Variable licenses; minimum 2 years in a Financial Advisor role with demonstrated new business development track record. Commissioned based with historical earnings between $105,000 and $250,000 annually.
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
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