Wealth Advisor - Danvers/Gloucester, MA

Citizens is seeking a Wealth Advisor in Danvers, MA, to conduct in-depth client discoveries and tailor bespoke financial plans within a collaborative, branch-based environment. The role emphasizes proactive outreach, partnering with colleagues to uncover opportunities for clients and deliver a holistic suite of services across financial planning, investments, insurance, and estate planning.

Responsibilities

• Develop a high quality wealth management practice and craft a personalized strategy for clients.
• Strengthen and preserve relationships with key partners to boost client introductions and engagement.
• Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities.
• Grow existing relationships through referrals from partnerships.
• Tailor wealth management planning to meet individual client needs.
• Leverage knowledge from internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Active Series 7, 63, 65 (or 66) registrations.
• A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting 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.
• Comfort operating in a dynamic, entrepreneurial environment.
• Bachelor’s degree is preferred.

Benefits

• Competitive pay
• Comprehensive medical, dental, and vision coverage
• Retirement benefits
• Maternity and paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeds mandatory requirements

Pay Transparency

• Compensation is commission-based, with earnings historically ranging from $105,000 to $250,000 per year depending on performance and productivity against the commission plan parameters.
• For an overview of benefits, visit https://jobs.citizensbank.com/benefits.
• Citizens’ paid time off policy exceeds the mandatory paid sick or paid time away requirements across local and state jurisdictions.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday through Friday, branch hours