Virtual Wealth Advisor

Citizens • New York, NY • 1h ago

Description

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 Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial 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 .

Hours and Work Schedule

Hours per Week: 40
Work Schedule: Varies

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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.

Similar Jobs

Bomb Technician

U.S. Navy • Madison, NJ • 1d ago

IT & Engineering Sponsored

ABOUT Explosive Ordnance Disposal (EOD) Technicians have expertise in the most conventional and unconventional explosives to ensure the secure disposal of explosive weaponry. They are on call to respond to any type of or...

1d ago

Go to Apply

Bomb Technician

U.S. Navy • Rye, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Bomb Technician

U.S. Navy • New Rochelle, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Virtual Training Technician

U.S. Navy • New Rochelle, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Explosive Ordnance Disposal Technician

U.S. Navy • Elmsford, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Bomb Technician

U.S. Navy • Old Westbury, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Virtual Training Technician

U.S. Navy • Old Westbury, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Explosive Ordnance Disposal Technician

U.S. Navy • Clifton, NJ • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Bomb Technician

U.S. Navy • Malverne, NY • 1d ago

IT & Engineering Sponsored

1d ago

Go to Apply

Staff Mechanical Engineer, Analysis

Marotta Controls, Inc. • Parsippany, NJ • 44min ago

IT & Engineering

Elevate your career at Marotta Controls, a New Jersey Top Workplace three years running! Dedicated to innovation, quality and excellence, we deliver cutting edge control systems for the Aerospace & Defense industry....

44min ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.