Wealth Advisor: Craft Tailored Plans for High‑Net‑Worth Clients
Citizens Bank
Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and coordinate tailored financial plans for clients. The role emphasizes proactive outreach, partner collaboration, and expanding client relationships through referrals. The advisor will deliver services across financial planning, investment management, insurance, and estate planning, leveraging internal experts to meet client goals in a fast-paced banking environment. #J-18808-Ljbffr Citizens Bank
Vacancy posted 11 hours ago
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