Virtual Wealth Advisor - Flexible, Impactful Finance

Citizens Bank; Conshohocken (Montgomery County); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement benefits

Paid 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, primarily via phone and video from a corporate office location in the United States.

You will grow client assets, retain and acquire new clients as the single point of contact for investment needs, while ensuring compliance with Citizens Financial Group policies and regulatory requirements.

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

Sales experience

Virtual servicing

Client focus

Adaptability

Tools

Series 7

Series 66

Series 65/63

Life insurance licenses

Job description

Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients, primarily via phone and video from a corporate office location in the United States.

You will grow client assets, retain and acquire new clients as the single point of contact for investment needs, while ensuring compliance with Citizens Financial Group policies and regulatory requirements.