Wealth Advisor - Charlestown/Revere, MA

Citizens Wealth Advisor - Charlestown/Revere, MA Reposted 8 Hours AgoSaved In-Office or Remote 2 Locations 105K-250K Annually Junior 105K-250K Annually JuniorDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationBuild and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.