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Wealth Advisor Planning & High-Net-Worth Impact
Job in
Watertown, Middlesex County, Massachusetts, 02472, USA
Listed on 2026-07-27
Listing for:
Citizens
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Citizens Bank in Watertown, MA seeks a Wealth Advisor to craft personalized financial plans and guide clients toward their goals. You will conduct thorough discoveries, develop tailored strategies, and collaborate with internal specialists on planning, investments, insurance, and estate services.
Responsibilities include growing client relationships, expanding the referral network, and proactively outreach to prospects.
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