Wealth Advisor: Build Tailored Plans for High‑Net‑Worth Clients
Citizens Bank
Citizens Bank seeks a Wealth Advisor to build and manage a personalized wealth management practice for clients and families in a branch setting. The role collaborates with partners to identify opportunities, reach out to prospects, and strengthen client relationships through referrals. The advisor will tailor financial plans, and coordinate with specialists for planning, investments, insurance, and estate considerations, supporting client growth and satisfaction. #J-18808-Ljbffr Citizens Bank
Vacancy posted 5 hours ago
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