Citizens Financial Group
Wealth Advisor - Boston, MA
United States
Sponsorship not specifiedDetected 1 day ago
About the role
- 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.
Responsibilities
- 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.
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This listing is sourced directly from Citizens Financial Group's careers page and normalized into a canonical job model.