Financial Advisor Specialist

5 days ago


Watertown, Massachusetts, United States Citizens Full time
Transform Your Career as a Private Client Financial Advisor

Citizens, a leading financial institution, is seeking highly motivated individuals to fill the role of Private Client Financial Advisor. This exciting opportunity will challenge and reward you with the chance to make a meaningful impact on people's lives.

As a Private Client Financial Advisor, you will play a vital role in helping individuals and families achieve their financial goals through tailored financial plans. You will work closely with clients to understand their unique needs and develop personalized strategies to meet those needs.

Main Responsibilities:

  • Develop a high-quality wealth management practice that consistently delivers exceptional results.
  • BUILD STRONG PARTNERSHIPS WITH CLIENTS AND COLLEAGUES TO DRIVE BUSINESS GROWTH.
  • ACTIVELY PROMOTE CITIZENS WEALTH MANAGEMENT CAPABILITIES TO MAXIMIZE CLIENT ENGAGEMENT.
  • GROW RELATIONSHIPS THROUGH PARTNERSHIP REFERRALS AND PROACTIVE COMMUNICATION.
  • TAILOR WEALTH MANAGEMENT PLANNING TO MEET CLIENT NEEDS AND EXPECTATIONS.
  • COLLABORATE WITH INTERNAL STAKEHOLDERS AND SPECIALISTS TO DELIVER HIGH-QUALITY SERVICES.

The ideal candidate will possess a strong understanding of financial services, excellent communication skills, and a proven track record of success in a similar role. If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career opportunity, we encourage you to apply.

This commission-based role has historically earned $105,000 - $250,000 based on performance and productivity against commission plan parameters. For more information on benefits, visit Citizens Bank Benefits.


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