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Wealth Advisor: Build Bespoke Plans & Client Relationships

Job in Littleton, Middlesex County, Massachusetts, 01460, USA
Listing for: Citizens Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Financial Consultant
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution in Littleton seeks a Wealth Advisor to develop personalized wealth management strategies for clients. This role involves enhancing relationships with key partners, proactive client outreach, and utilizing internal knowledge for comprehensive financial services. Candidates should have a minimum of 2 years in a similar role and active financial licenses. Competitive pay structure with commissions, along with comprehensive benefits including medical coverage and retirement plans, is offered.
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