Citizens Financial Group
Wealth Advisor - Ludlow, 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.
Apply directly at Citizens Financial Group →Create a free account for alerts like thisView Citizens Financial Group immigration profile
This listing is sourced directly from Citizens Financial Group's careers page and normalized into a canonical job model.