Remote Wealth Advisor

Citizens Bank; West Conshohocken (PA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Coverage

Retirement Benefits

Parental Leave

Flexible Work Arrangements

Education Reimbursement

Wellness Programs

Job summary

Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients via phone and video. You will be based at a Citizens corporate office but operate virtually, building relationships, analyzing client assets, income, debts, and tax status to recommend suitable investment solutions.

This role emphasizes meeting sales goals, proactive client outreach, and collaboration with branch teams, while maintaining compliance with Citizens Financial Group

Qualifications

• 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

Responsibilities

• 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

Skills

Series 7

Series 66/65/63

Life insurance license

Job description

Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients via phone and video. You will be based at a Citizens corporate office but operate virtually, building relationships, analyzing client assets, income, debts, and tax status to recommend suitable investment solutions.

This role emphasizes meeting sales goals, proactive client outreach, and collaboration with branch teams, while maintaining compliance with Citizens Financial Group