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Wealth Advisor: Build Personal Financial Plans & Growth
Job in
Watertown, Middlesex County, Massachusetts, 02472, USA
Listed on 2026-07-25
Listing for:
Citizens Bank
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citizens Bank is seeking a Wealth Advisor to join a branch-based practice. You will conduct discoveries to understand client goals and tailor comprehensive financial plans that cover planning, investments, insurance, and estate considerations.
You will collaborate with partners to grow client relationships, drive referrals, and deliver personalized service in a fast-paced, growth-oriented environment.
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