Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth 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 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. 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 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. Qualifications, Education, Certifications and/or Other Professional Credentials - 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. Pay Transparency 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. Hours & Work Schedule - Hours per Week: 40 - Work Schedule: Varies #LI-CITIZENS6 About Us 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 Background Check 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 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. 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 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. Qualifications, Education, Certifications and/or Other Professional Credentials - 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. Pay Transparency 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. Hours & Work Schedule - Hours per Week: 40 - Work Schedule: M-F (Branch Hours) About Us 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 Background Check 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 Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include - Focus on clients: Aspire to deliver world-class customer service - Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience - Build book of business: Proactively seek ways to develop and expand client relationships - Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals - Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials - ​​​​Active Series 7, 66 (65 and 63), and life insurance licenses - Established track record of top-ranked sales performance - Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales - Able to adapt quickly to changing requirements or environments Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 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. Hours and Work Schedule - Hours per Week: 40 - Work Schedule: M-F (Hybrid Schedule) About Us 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 Background Check 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.

Role Description - Structure ambiguous business problems into clear hypotheses and analytical frameworks. - Build financial models, market sizings, competitive benchmarks, and unit-economics analyses. - Synthesize findings into executive-ready deliverables such as decks, memos, and dashboards. - Lead client conversations, workshops, and working sessions with senior stakeholders. - Support implementation planning and change management where engagements require it. Qualifications - 3+ years at a top-tier management consulting firm (MBB, Big Four strategy arms, or comparable tier-1 boutiques such as L.E.K., Oliver Wyman, Kearney, Roland Berger, or Parthenon). - Strong command of at least one of: corporate strategy, operations/performance improvement, corporate finance, commercial due diligence, or go-to-market strategy. - Excellent structured problem-solving, financial modeling in Excel, and executive communication. - Comfortable owning workstreams end-to-end in a fast-paced, high-autonomy environment. Requirements - MBA or equivalent graduate credential from a top program is a plus. Benefits - Compensation: $100–$150/hour - Location: Remote Application Process - Upload resume - AI interview based on your resume - Submit form Resources & Support - For details about the interview process and platform information, please check: Interview Process - For any help or support, reach out to: support@mercor.com - Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.