Top Tech Jobs & Startup Jobs in Boston, MA

Branch-based Wealth Advisor develops personalized wealth management plans, grows client relationships through outreach and partner referrals, leverages internal specialists for financial planning, investment, insurance, and estate services, and focuses on acquiring and managing a client book to meet financial goals.

Wealth Advisors assist clients in achieving financial goals by creating personalized financial plans and enhancing client relationships. Responsibilities include outreach, developing wealth management practices, and collaborating with business partners.

Provide personalized wealth management by conducting client discovery, building tailored financial plans, growing relationships and referrals, proactively outreaching prospects, and coordinating with internal specialists for investments, insurance, and estate planning to meet client goals and commission targets.

Branch-based Wealth Advisor who builds and manages personalized wealth management strategies, grows client relationships through referrals and outreach, collaborates with internal specialists for financial planning, investment management, insurance, and estate planning, and targets new business development and high-net-worth clients.

Wealth Advisors develop personalized wealth management strategies for clients, enhance partner relationships, and promote financial services to grow their practice.

The Virtual Wealth Advisor identifies and sells investment and insurance products to clients, providing personalized financial strategies and maintaining compliance with regulatory requirements.

Manage mortgage sales and develop networks to generate new lending opportunities. Train loan officers, ensure compliance, and meet sales goals.

Manage and grow mortgage referral networks and a sales team to generate mortgage applications and closed loan volume. Interview customers, advise on products/pricing, ensure application completeness and compliance with policies, recruit and develop loan officers, and maintain knowledge of guidelines and pricing strategies.

Wealth Advisors at Citizens help clients achieve financial goals through tailored wealth management strategies, proactive outreach, and relationship building with partners.

Provide sales support for Treasury Solutions across assigned territories, managing pipeline development, preparing presentations/RFPs/pricing, delivering demos, supporting onboarding and billing resolution, and enabling Commercial Card cross-sell. Partner with RMs/TRMs, Sales and Implementation teams, and mentor junior associates to drive revenue growth and retention.