Wealth Advisor
About the job
- Active and valid Series 7, 63, and 65 (or 66) licenses.
- A valid, active Insurance Life/Health/Variable license, or the ability to obtain it within 60 days of starting the role as a condition of employment.
- At least 2 years of experience in a Financial Advisor role or equivalent experience in financial services.
- A demonstrated track record in new business development and client book management.
- Experience working in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Ability to operate in a dynamic, entrepreneurial environment.
- Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
- Enhance and preserve relationships with key partners to increase client introductions and engagement.
- Conduct proactive outreach to clients and prospects to promote Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
- Tailor wealth management planning to meet client needs.
- Use the knowledge of internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.
- Bachelor's degree.
About the company
Citizens Financial Group runs consumer and commercial banking businesses for households, small firms and larger companies, alongside wealth management. Through Citizens Bank, it accepts deposits, processes payments and lends for homes, education and business needs through branches and digital channels. Its commercial teams manage corporate cash flows, arrange financing and advise on mergers and acquisitions, while its private bank serves wealthy families and business owners. The group earns interest on loans and securities, pays interest on deposits and charges fees for financial services and advice. Its banking roots date to 1828, and it is headquartered in Providence, Rhode Island.
Company Size
10,001+
Company Stage
IPO
Headquarters
Providence, Rhode Island
Founded
1828
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Simplify's Take
What believers are saying
- Profits support stability: July 2026 reporting showed Citizens earned $587 million in the second quarter, up 35% yearly.
- Wealth services broaden: Citizens added an insurance advisory team for business owners and families in May 2026.
- Employees build retirement savings: Citizens adds 1.75% of eligible earnings annually plus matching contributions after one year.
What critics are saying
- Borrower defaults still cost money: July 2026 reporting showed Citizens wrote off $135 million net in the second quarter.
- Rate changes affect earnings: Citizens' floating-rate loans reprice faster than its core deposits, according to its 2025 filing.
- Part-time health coverage has limits: Citizens requires scheduled work above 20 hours weekly for plan eligibility.
What makes Citizens Financial Group unique
- Citizens gathers deposits beyond branches: its Citizens Access division runs entirely online.
- Citizens finances Apple purchases directly: Citizens Pay is the lender named in Apple's credit agreement.
- Citizens targets private equity buyers: its 2025 review reports fourth place in sponsor-backed middle-market M&A deal volume.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Parental Leave
- Flexible Work Hours
- Tuition Reimbursement
- Wellness Program
- Paid Vacation
- Paid Sick Leave
Company News
Citizens Financial Group reported third quarter 2026 net income of $636 million, up 29% from a year earlier. Earnings per share rose 34% year on year and 8% from the previous quarter, to $1.41. Return on tangible common equity was 15.1%. Operating leverage was a positive 5.3% year on year. The board raised the quarterly dividend by $0.06, or 13%, to $0.52 per share, payable on November 13, 2026. It also increased its share repurchase capacity to $1.95 billion, $1.3 billion above the $650 million remaining under the prior authorisation. Chairman and chief executive officer Bruce Van Saun said he is confident in the outlook for the fourth quarter and for 2027.
Stord is about to cross $1 billion in revenue. The buzzy logistics star is just getting started.
Citizens Bank has sued SoFi, alleging the digital lender poached 30 mortgage employees since 2024, affecting operations across nine states. The lawsuit centres on two employee groups, particularly nine Connecticut-based staff who resigned in June within minutes of each other. Citizens claims SoFi "strategically orchestrated" the departures, which represented $400 million in closed loans and $5 million in revenue the previous year. The bank alleges employees transferred confidential client data before leaving. The Connecticut departures eliminated 70% of the branch's mortgage producers and 80% of mortgages, essentially wiping out Citizens' market presence there. Three additional Connecticut employees have since joined SoFi. A SoFi spokesperson called the lawsuit "a baseless allegation and a clever attempt to prevent Citizens employees from pursuing career opportunities elsewhere.
NewPower Worldwide, an electronics distributor, has expanded its committed credit facility to $750 million. The increased capacity will enable the company to invest in inventory, support customer growth, and capitalise on global supply chain opportunities. Since its founding in 2014, NewPower has grown to 14 offices across the Americas, EMEA, and APAC, with $5 billion in annual sales and more than $1 billion in inventory worldwide. The facility expansion strengthens the company's ability to purchase strategically and support large-scale customer requirements. Chief executive officer Carleton Dufoe said the expanded facility provides additional capacity to secure inventory and respond faster to market opportunities. Citizens led the increased credit facility to support NewPower's growth objectives. The New Hampshire-based company distributes electronic components and finished goods to OEMs, EMS providers, and supply chain partners worldwide.
Citizens Financial Group reported second quarter 2026 net income of $587 million, up 35% year-over-year, with earnings per share of $1.30, up 41% year-over-year and 15% quarter-over-quarter. The Providence, Rhode Island-based bank, which has $233.8 billion in assets, attributed the results to strong revenue growth and favourable credit performance. Chairman and CEO Bruce Van Saun highlighted progress on strategic initiatives, including growth in the Private Bank, record wealth fees, and record second quarter fees in capital markets. The company also announced successful launch of a new consumer mobile platform and progress on its "Reimagine the Bank" initiative. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 13 August 2026 to shareholders of record on 30 July 2026.