Jobs near Watertown: 14,332
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Relevance Score ranked on: WEALTH ADVISOR
Wealth Advisor - Watertown, MA
Watertown
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 ...
Search Terms: Wealth Advisor, Wealth, Advisor, Water, Financial Planning
90.2
0mi
Updated: July 22
Wealth Advisor - Newton Centre, MA
Newton
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 ...
Search Terms: Wealth Advisor, Wealth, Advisor, Financial Planning, Business Partner
88.2
1.5mi
Updated: July 22
Wealth Advisor - Boston, MA
Charlestown
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 ...
Search Terms: Wealth Advisor, Wealth, Advisor, Financial Planning, Business Partner
86.6
4.2mi
Updated: July 22
Portfolio Management Associate
Boston,
The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial ...
Search Terms: Portfolio, Management, Wealth Advisor, Financial Advisor, Associate
81.5
5.3mi
Updated: July 03
Relationship Manager (Waltham, MA)
Boston
The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clien...
Search Terms: Relationship Manager, Relationship, Manager, Client Relations, Wealth Advisor
77
5.3mi
Updated: July 21
Business Development Associate
Middleton,
Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relatio...
Search Terms: Business Development, Associate, Development, Client Service, Wealth Advisor
75.4
17mi
Updated: July 25
Wealth Management Associate
Middleton,
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relatio...
Search Terms: Management, Associate, Client Service, Wealth, Wealth Advisor
74.2
17mi
Updated: July 17
Assistant General Counsel
Westwood
Citizens is seeking a motivated and detail-oriented attorney to serve as Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Counsel will report to the Senior Associate General Counsel, Head of Wealth Legal and will support our wealth management and fiduciary business...
Search Terms: General Counsel, Brokerage, Assistant, Wealth Advisor, Operations
72.3
11mi
Updated: June 25
Construction Estitmator - Ground-up & TI Renovations
Watertown, Massachusetts
Preconstruction & Estimating Leadership. Subcontractor & Vendor Management. Quantity Takeoffs & Cost Analysis. Client & Design Team Collaboration. Risk Management & Strategic Planning. Technology & Process Management. . The Successful Applicant. The right candidate will possess:Bachelor's degree in C...
Search Terms: Construction, Renovation, Staffing, Management
0
0mi
Updated: July 29
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