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Premier Advisor
| Hours | Part-time, Full-time |
|---|---|
| Location | Canton, MA Canton, Massachusetts |
About this job
Description
The Premier Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services. The incumbent will have responsibility and accountability to service a portfolio of affluent households with investable assets of $500, 000 or more. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking needs. The Premier Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals.
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