Boston, Massachusetts, 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
Boston, Massachusetts, United States · Hybrid
$100k–$140k/yr
DISCLAIMER: Please be advised that this job posting is authentic and all official communication from Insource Services, Inc. will come through authorized channels, such as emails from our official company domain (e.g., i…
Skills: Employee Relations, Performance Management, Diversity Equity And Inclusion, Policy Creation, Benefits Oversight
Boston, Massachusetts, United States · Remote OK
$105k–$140k/yr
Mission The mission of Speechify is to make sure that reading is never a barrier to learning. Over 50 million people use Speechify's text-to-speech products to turn whatever they're reading – PDFs, books, Google Docs, ne…
Skills: Full Sales Cycle Management, Technical Discovery, API Integration, Demo Prototyping, GTM Strategy
Boston, Massachusetts, United States · On-site
$200k–$350k/yr
J.P. Morgan Securities Services combines Custody, Fund Services, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a common umbrella. These businesses occupy top-tier positions an…
Skills: Asset Servicing Sales, Client Relationship Management, New Client Acquisition, Commercial Strategy, Contractual Negotiations
Boston, Massachusetts, United States · Hybrid
Why NeuraFlash, Part of Accenture: At NeuraFlash, Part of Accenture, we are redefining the future of business through the power of AI and groundbreaking technologies like Agentforce. As a trusted leader in AI, AWS, and S…
Skills: Sales Pipeline Generation, Prospecting, Lead Generation, Salesforce CRM, AWS
Boston, Massachusetts, United States · Hybrid
$94k–$171k/yr
We currently have a career opportunity for a NOC AI-Ops Engineer to join our team located in Boston, MA. This is a hybrid role, 3 days a week in office. Job Overview: We are seeking a Senior AIOps and Incident/Site Relia…
Skills: AIOps, Incident Management, Site Reliability Engineering, ITSM, ITIL
Boston, Massachusetts, United States · Hybrid
$95k–$105k/yr
Role SummaryResponsibilities: You will work on a range of projects involving the set-up and management of de novo, global real-world evidence (RWE) studies, including ethics applications and site supportSalary: $95,000 -…
Skills: Study Management, Clinical Research, Real-World Evidence, IRB/IEC Submissions, Site Feasibility Assessments
Boston, Massachusetts, United States · On-site
$97k–$149k/yr
Company Description Present in over 100 countries and employing nearly 80,000 professionals, Publicis Groupe is the third largest communications group in the world. Publicis Groupe is listed on the Euronext Paris [FR0000…
Skills: Search Engine Optimization, Project Management, Account Management, Team Leadership, Analytical Skills
Boston, Massachusetts, United States · Remote OK
Acclaro combines cultural and language expertise with AI technology to help brands grow their global presence, connect with customers, and mean something to them. We are a trusted partner to some of the world’s biggest b…
Skills: Transcreation, Thai to English Translation, Creative Copywriting, Cultural Adaptation, Market Research
Boston, Massachusetts, United States · Hybrid
*Hybrid role requiring minimum of 2 days on site in the Boston office Compensation: $155,000.00 base + Commission About the Opportunity IANS is hiring a Senior Solutions Architect to own the technical side of our IANS MC…
Skills: Solutions Architecture, Sales Engineering, LLMs, MCP Protocol, API Integration
Chicago, Illinois, United States · Hybrid
$100k–$120k/yr
At Real Chemistry, making the world a healthier place isn’t just an aspiration—it’s our everyday reality. Our drive to transform healthcare is informed by our blend of deep scientific expertise, human-centred creativity,…
Skills: Medical Writing, Editorial Skills, Medical Terminology, Strategic Planning, Scientific Communication
Boston, Massachusetts, United States · On-site
$85k–$100k/yr
Job Summary: The Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, informa…
Skills: Risk Consulting, Internal Audit, Contract Compliance, SOX Compliance, Fraud Investigations
Denver, Colorado, United States · Hybrid
$67k–$103k/yr
At MERGE, we are Built Different. We are a marketing and technology agency purpose-built for the intersection of health and wellness—where human impact matters most. By weaving storytelling through technology, we move be…
Skills: Brand Positioning, Competitive Analysis, Audience Insight, Journey Mapping, Communications Planning
Boston, Massachusetts, United States · Hybrid
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office. Together, Silicon Valley Bank and First Citizens offer you the strength and stabil…
Skills: Relationship Management, Business Development, Client Origination, Portfolio Management, P&L Management
Boston, Massachusetts, United States · Hybrid
Do you have experience in Commercial Risk? Are you an inquisitive, organized, meticulous individual who would like to apply their experience to our dynamic and engaging industry? If so, this may be the next step in your …
Skills: Commercial Risk Management, Client Relationship Management, Insurance Renewals, Data Analysis, Presentation Skills
Boston, Massachusetts, United States · On-site
$173k–$248k/yr
InterSystems is seeking a Senior Advisor, Healthcare Delivery (North America IDNs/Providers) to join our Global Healthcare Market Strategy team. This senior-level individual contributor will own the provider/IDN market n…
Skills: Market Strategy, Thought Leadership, Healthcare Interoperability, Industry Engagement, Analyst Relations
Boston, Massachusetts, United States · On-site
$136k–$168k/yr
We are looking to employ a HealthShare Solution Architect to join our US Professional Services team based in Boston. The Solution Architect will be responsible for delivering appropriate and effective solutions, developi…
Skills: Solution Architecture, InterSystems IRIS, HealthShare, Health Connect, HL7
Boston, Massachusetts, United States · On-site
$98k–$129k/yr
As the Partner Manager, Healthcare – North America, you will be responsible for driving partner-sourced and partner-influenced revenue by building, managing, and scaling high-performing healthcare partners across the Uni…
Skills: Partner Management, Channel Sales, Business Development, Deal Negotiation, Pipeline Creation
Boston, Massachusetts, United States · On-site
About Userlane Userlane combines Application Intelligence and Contextual Assistance for regulated industries. Application Intelligence shows where software creates cost and friction across the estate. Contextual Assistan…
Skills: Partner Co-selling, Channel Sales, Healthcare Domain Fluency, EHR Landscape Knowledge, Pipeline Development
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
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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 existing 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
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