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Wealth Advisor — Branch
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-30
Listing for:
Citizens Bank
Part Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citizens Bank in Boston is seeking a Wealth Advisor to guide clients in achieving financial goals through discoveries and tailored plans, working within a branch-based, collaborative environment.
You will partner with internal specialists to deliver comprehensive services such as financial planning, investment management, insurance, and estate planning, while building a growing client book and cross-referring with business partners.
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