Wealth Advisor

The Wealth Advisor role at Citizens involves developing a high-quality wealth management practice by conducting thorough client discoveries and constructing tailored financial plans to meet short- and long-term goals. This branch-based position requires excelling in a collaborative environment, enhancing relationships with key partners, and proactively promoting wealth management capabilities to prospective clients. The role focuses on growing existing relationships through referrals and utilizing internal specialists to deliver comprehensive services including financial planning, investment management, and estate planning.