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Wealth Advisor Planning & Partnerships
Job in
Newton Center, Middlesex County, Massachusetts, 02459, USA
Listed on 2026-07-26
Listing for:
Citizens Bank
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Newton Center
Citizens Bank in Newton Centre, MA, is seeking a Wealth Advisor to build personalized wealth management strategies for individuals and families, aligning short- and long-term goals with comprehensive financial planning.
You will collaborate with internal partners to deliver services such as investment management, insurance, and estate planning, while growing client relationships through proactive outreach and referrals.
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