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Job Description
Join Citizens Wealth Management as a Virtual Financial Advisor, where you'll deliver personalized financial strategies to mass affluent clients. Engage virtually to identify their investment needs and promote a variety of investment products while achieving sales targets and maintaining compliance.
Key Responsibilities
Deliver personalized financial strategies to clients
Analyze clients’ investment needs and achieve sales growth goals
Develop and expand client relationships
Maintain compliance with financial regulations and company policies
Engage potential new clients and promote investment products
Required Qualifications
Active Series 7 and 66 (or 65 and 63) licenses
Life insurance license
Established track record of top-ranked sales performance
Experience with virtual and phone-based servicing and sales
Preferred Qualifications
Ability to adapt quickly to changing requirements or environments
Benefits & Perks
Comprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsGenerous paid time off policy