Wealth Advisor - Boston, MA

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

+ Develop a high-quality wealth management practice that provides a personalized wealth management strategy.

+ Enhance and preserve relationships with key partners to boost client introductions and engagement.

+ Proactive client and prospect outrea...