Lewes, Delaware, United States · On-site
$105k–$250k/yr
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then…
Skills: Wealth Management, Financial Planning, Investment Management, Insurance Planning, Estate Planning
Johnston, Rhode Island, United States · Hybrid
The Refurbishment Program Lead will work closely with the Strategy Director to help determine the branch refresh/reformat strategy for modernization initiatives across the Citizens Bank network. He/she will oversee the g…
Skills: Program Management, Capital Planning, Retail Real Estate, Branch Transformation, Financial Acumen
Johnston, Rhode Island, United States · Hybrid
$134k–$179k/yr
4 Days in the office from any of our locations in Johnston RI, Dallas TX, Nashville TN, Short Hills NJ, Westwood or Medford MA, Role is not relocation eligible. Manager, Endpoint Engineering Job Overview The Manager, End…
Skills: Endpoint Engineering, Team Leadership, Microsoft Intune, Microsoft Configuration Manager, Vulnerability Management
Johnston, Rhode Island, United States · Hybrid
$123k–$159k/yr
As a Senior Project Manager of TA Programs & Experience, this role focuses on adoption and enablement supporting key Talent Acquisition (TA) programs and ways of working. This role requires a strategic self-starter who p…
Skills: Project Management, Program Implementation, Stakeholder Engagement, Change Management, Talent Acquisition Strategy
Boston, Massachusetts, United States · On-site
$110k–$115k/yr
The Analyst III position in Leveraged Finance is a credit underwriting and portfolio management role focused on completing acquisition, recapitalization, and refinancing transactions for new and existing corporate and pr…
Skills: Credit Underwriting, Portfolio Management, Financial Modeling, Financial Statement Analysis, Loan Structuring
Boston, Massachusetts, United States · On-site
$105k–$110k/yr
The Analyst II position in Leveraged Finance is a credit underwriting and portfolio management role focused on completing acquisition, recapitalization, restructurings, leveraged buyouts and refinancing transactions for …
Skills: Credit Underwriting, Portfolio Management, Financial Statement Analysis, Loan Structuring, Projection Modeling
Westwood, Massachusetts, United States · Hybrid
The Product Owner- AI collaborates with business, technology, and analytics partners to prioritize and deliver on the strategic vision of new products & services in the AI platform. The Product Owner will help with the i…
Skills: Product Ownership, AI Platform Management, Agile Methodologies, Product Roadmap Implementation, Backlog Refinement
Boston, Massachusetts, United States · Hybrid
$90k–$110k/yr
As a First Line Risk Manager supporting the Treasury and Wholesale Payments division in Commercial Banking, you will serve as the primary execution lead for risk and control activities across assigned products, processes…
Skills: Risk Management, Control Monitoring, Control Testing, RCSA, Issue Management
Beaver, Pennsylvania, United States · On-site
Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technol…
Skills: Cash Handling, Customer Service, Digital Technology Proficiency, Communication Skills, Problem Solving
Greensburg, Pennsylvania, United States · On-site
Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technol…
Skills: Cash Handling, Customer Service, Digital Technology Proficiency, Communication Skills, Problem Solving
Perth Amboy, New Jersey, United States · On-site
$25/hr–$31/hr
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Relationship Building, Problem Solving
Johnston, Rhode Island, United States · On-site
$175k–$250k/yr
DISTINGUISHED ENGINEER, AI TOOLING & SECURITY Why This Role Matters This role will help define and secure the future of AI at Citizens. The Distinguished Engineer, AI Tooling & Security will shape enterprise engineering …
Skills: AI Security, Software Engineering, Cloud Security, Python, AWS
Summit, New Jersey, United States · On-site
$89k–$122k/yr
At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our st…
Skills: Leadership, Sales Management, Coaching, Customer Experience, Operational Integrity
Town of Bethlehem, New York, United States · On-site
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Problem Solving, Communication
Town of Queensbury, New York, United States · On-site
$21/hr
Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technol…
Skills: Cash Handling, Customer Service, Digital Technology Proficiency, Communication Skills, Problem Solving
Johnston, Rhode Island, United States · On-site
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your c…
Skills: Business Banking, Relationship Management, Commercial Lending, B2B Sales, Credit Analysis
Johnston, Rhode Island, United States · Hybrid
$75k–$96k/yr
The Call Monitoring Manager is responsible for leading and overseeing the call monitoring (quality assurance) program to ensure consistent, accurate, and risk‑aware evaluation of customer interactions. This role partners…
Skills: People Leadership, Quality Assurance, Risk Management, Business Partnership, Analytical Thinking
Newport, Rhode Island, United States · On-site
$24/hr–$26/hr
Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are yo…
Skills: Customer Service, Sales, Financial Advice, Problem Solving, Communication
Stroudsburg, Pennsylvania, United States · On-site
At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our st…
Skills: Leadership, Sales Management, Coaching, Customer Experience, Operational Integrity
San Francisco, California, United States · On-site
$170k–$230k/yr
Investigations Security Specialist The Investigations Security Specialist will work with the Investigations and Physical Security (PS) teams to prevent and respond to security matters that seek to harm Citizens colleague…
Skills: Physical Security, Investigations, Executive Protection, Risk Assessment, Incident Response
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Develop a personalized wealth management practice by conducting thorough client discoveries and constructing tailored financial plans. Collaborate with internal partners and centers of influence to identify prospective opportunities and grow client relationships.
Requires active Series 7, 63, and 65 (or 66) licenses, with Life/Health/Variable insurance licenses required within 60 days. Candidates need at least 2 years of experience as a Financial Advisor and a proven track record in business development.
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.
The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance and preserve relationships with key partners to boost client introductions and engagement.
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Comfortable operating in a dynamic, entrepreneurial environment.
• Bachelor’s degree is preferred.
• Hours per Week: 40
• Work Schedule: M-F (Branch Hours)
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
Offices: Providence, RI, US
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
Offices: Providence, RI, US
