About the job
Join our dynamic team at Citizens as a Wealth Advisor, where you will be at the forefront of helping individuals and families achieve their financial aspirations. Our team of seasoned advisors is dedicated to conducting comprehensive assessments to fully understand each client’s financial goals, both short- and long-term. In this role, you will create customized financial plans that align with client objectives.
As a branch-based advisor, you will thrive in a collaborative atmosphere that prioritizes client interests while fostering personal and professional development within the team. You will work closely with various business partners and influential networks to discover and capitalize on potential opportunities.
Key Responsibilities:
- Build and maintain a high-quality wealth management practice with tailored strategies.
- Enhance and sustain relationships with key partners to drive client referrals and engagement.
- Engage proactively with clients and prospects to promote Citizens Wealth Management services.
- Leverage internal expertise to deliver a variety of services, including financial planning, investment management, insurance, and estate planning.

