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Citizens HNW Sr. Wealth Advisor in Boston, Massachusetts

Description

The Wealth Advisor role is to acquire and manage a book of high net worth clients as primary advisor and assist and act as a "second chair" for more senior advisors on complex client relationships. The WA is responsible for the preparation, finalization, and follow through with all work products for clients. They must be able to effectively communicate with all levels and departments of the firm and have a working knowledge of services provided by Clarfeld.

In your role as Wealth Advisor you will work within distribution channels and partner across consumer and commercial banking departments to actively look for cross-sell and business development opportunities to grow the business and bring in new revenue.

Essential Duties/Responsibilities: Will be responsible for the preparation, review and delivery of:

  • Banking and Lending Solutions for clients

  • Assist with review of quarterly investment performance monitoring reports

  • Work across all departments and services provided by Clarfeld (Tax, IPM, Insurance, Cash Management and PFP).

Qualifications

• Must be proficient in Excel, Outlook, Word, Visio • Must be able to multi-task, prioritize and consistently deliver a quality work product • Must be able to work independently, yet work with different advisors and departments • Must be organized and detail oriented • Must be resourceful, yet inquisitive • Must be able to work overtime • Must attend weekly estate and financial training seminars • Must do outside independent reading

Education/Training/Experience:

  • 5+ years of financial advisor services experience

  • Financial knowledge and background

  • College or university degree

  • Must be enrolled and completed CFP within 2 years of start date.

  • Required credentials to register as an IAR for Clarfeld Financial Advisor

  • Life Insurance License

    Hours and Work Schedule

    Hours per Week: 40 Hours

    Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived 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.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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