Remote Wealth Advisor | Grow Client Assets Virtually

Citizens; West Conshohocken (PA); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off

Job summary

Citizens Wealth Management is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients via phone and video. The role emphasizes growing client assets, retaining and acquiring new clients as the single point of contact for investment needs, while complying with company policies and regulatory requirements.

The successful candidate will work with a circuit of branches in a virtual capacity, assess client information, compare investment options, and

Qualifications

• Active securities licenses as listed (Series 7, 66, 65, 63) and life insurance license are required or preferred.
• Experience and comfort with virtual and phone-based servicing and sales.
• Adaptability to changing requirements or environments.

Responsibilities

• Focus on clients: deliver world-class virtual service.
• Drive sales by analyzing investment needs and achieving growth goals.
• Build book of business by developing and expanding client relationships.
• Maximize personal efficiency with attention to detail and self-motivation.
• Grow capabilities through ongoing knowledge, influencing and interpersonal skills.

Skills

Series 7 license

Series 66 license

Series 65 license

Series 63 license

Life insurance license

Job description

Citizens Wealth Management is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients via phone and video. The role emphasizes growing client assets, retaining and acquiring new clients as the single point of contact for investment needs, while complying with company policies and regulatory requirements.

The successful candidate will work with a circuit of branches in a virtual capacity, assess client information, compare investment options, and