Wealth Advisor - Brockton, MA

Overview

Citizens seeks an experienced wealth professional to assist individuals and families in achieving their financial objectives. Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then design a tailored financial plan aligned with those aims. This branch-based role thrives in a collaborative environment that prioritizes client interests and supports both personal and professional growth of team members. PCFAs collaborate directly with a diverse range of business partners and centers of influence to uncover prospective opportunities. This position is based in Brockton, MA 02305.

Primary Responsibilities

• Develop a high-quality wealth management practice delivering a personalized strategy.
• Strengthen and sustain relationships with key partners to increase client introductions and engagement.
• Engage in proactive client and prospect outreach to promote Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet each client’s needs.
• Leverage internal stakeholders and specialists to deliver a broad range of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Licensing & Experience

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role as a condition of employment.
• 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.

Pay Transparency & Benefits

Compensation is commission-based. Historically, earnings have ranged from $105,000 to $250,000 per year, depending on performance and productivity relative to the commission plan parameters.

For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

• Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
• Note that 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.

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday–Friday (Branch Hours)

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit.