Private Client Financial Advisor

Private Client Financial Advisor - Weston, MA Citizens Posted Monday, January 26, 2026 Posting ID: rjf-82411747 Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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 PCFA 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. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include - Develop a high-quality wealth management practice that provides a personalized wealth management strategy. - Enhance and preserve relationships with key partners to boost client intr