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Wealth Advisor: Client Portfolios & Partnerships
Job in
Braintree, Norfolk County, Massachusetts, 02185, USA
Listed on 2026-08-30
Listing for:
Citizens Bank
Full 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 Massachusetts seeks a Wealth Advisor to build a personalized wealth management practice in a branch setting. You will work with partners to identify opportunities, advise clients, and grow the client book through referrals and proactive outreach.
The role requires Series licenses, a relevant background, and comfort operating in a collaborative banking environment. A degree is preferred; 40-hour work week, M-F branch hours.
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