Wealth Advisor: Build a High-Net-Worth Practice
Citizens
Citizens Wealth Advisor position in Cambridge, MA requires building a personalized financial plan for clients and collaborating with partners to uncover opportunities. You’ll conduct thorough discoveries and tailor strategies across planning, investments, insurance, and estate planning. This branch-based role emphasizes strong client interests, teamwork, and professional growth within a dynamic bank setting. A track record in new business development and high-net-worth servicing is valued. #J-18808-Ljbffr Citizens
Vacancy posted 2 days ago
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