Wealth Advisor - Danvers/Gloucester, MA

Overview

Citizens relies on a team of seasoned advisors who help individuals and families reach their financial goals. Wealth Advisors perform in-depth discovery to understand a client’s short and long term objectives, then design a tailored financial plan to achieve those goals. The Wealth Advisor role is branch based and thrives in a collaborative setting that prioritizes client interests while supporting the personal and professional growth of teammates. Advisors collaborate with a range of business partners and centers of influence to identify potential opportunities.

Responsibilities

• Develop a high quality wealth management practice delivering a personalized strategy for each client
• Strengthen and maintain relationships with key partners to increase client introductions and engagement
• Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities
• Grow existing relationships through referrals from partners
• Tailor wealth management planning to meet each client’s needs
• Leverage the knowledge of internal stakeholders and specialists to deliver services such as financial planning, investment management, insurance, and estate planning

Qualifications

• Active Series 7, 63, 65 (or 66) licenses
• A valid, active Life/Health/Variable Insurance 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
• Proven track record in new business development and client book management
• 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

Compensation and Benefits

Compensation is commission based. Historically, earnings for this role have ranged from $105,000 to $250,000 per year, depending on performance and productivity against the commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay plus a comprehensive benefits package including 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 requirements of every local and state jurisdiction in the United States.

Hours and Schedule

Hours per Week: 40

Work Schedule: Monday through Friday, branch hours

Location

Based in Danvers, Massachusetts 01923, serving the Danvers and Gloucester, Massachusetts area.

Equal Employment Opportunity

Citizens, its parent and related companies, provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy or childbirth, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by applicable laws. We are committed to creating an inclusive culture where everyone can contribute their best each day, and all are expected to be treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.

Why Work for Us

At Citizens you will find a customer-centric culture focused on helping clients and giving back to local communities. Joining our team means entering a supportive, collaborative environment with access to training and tools that accelerate your potential and career growth.

Background Check

Any offer of employment is contingent upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. The results are reviewed in alignment with legal requirements and the responsibilities of the role. Any offer will include additional information.