Remote Wealth Advisor — Grow Client Portfolios Virtually

Citizens Bank; City of Albany (NY); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Competitive pay and benefits

Healthcare: medical, dental, vision

Retirement benefits

Education reimbursement

Wellness programs

Flexible work arrangements

Job summary

Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized investment strategies to mass affluent clients via phone and video. You will manage a virtual book of business, collaborate with branches, and strive to meet sales goals while ensuring regulatory compliance.

Based out of a Citizens corporate office, this role emphasizes proactive client engagement, asset growth, and offering a broad range of investment and insurance products. Competitive pay and benefits are provided.

Qualifications

• Active Series 7, 66 (65 and 63), and life insurance licenses.
• Experience with virtual and phone-based servicing and sales in financial products.
• Able to adapt quickly to changing requirements or environments.

Responsibilities

• Focus on clients: deliver tailored investment guidance and service.
• Drive sales: achieve growth by addressing investment needs virtually.
• Build relationships: expand the book of business with branch partners and clients.

Skills

Series 7/66 licenses

Life insurance licenses

Virtual/phone-based servicing

Adaptability

Job description

Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized investment strategies to mass affluent clients via phone and video. You will manage a virtual book of business, collaborate with branches, and strive to meet sales goals while ensuring regulatory compliance.

Based out of a Citizens corporate office, this role emphasizes proactive client engagement, asset growth, and offering a broad range of investment and insurance products. Competitive pay and benefits are provided.