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Job Description
Join Citizens Wealth Management as a Virtual Financial Advisor, where you'll deliver personalized financial strategies to affluent clients. This role focuses on driving sales growth and building strong client relationships through exceptional virtual service.
Key Responsibilities
Deliver world-class customer service
Analyze clients’ investment needs and achieve sales growth
Develop and expand client relationships
Maximize personal efficiency and achieve branch goals
Participate in opportunities to expand knowledge and skills
Required Qualifications
Active Series 7 and 66 (or 65 and 63) licenses
Life insurance license
Established track record of top-ranked sales performance
Experience in virtual and phone-based sales, ideally financial or investment products
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 programsPaid time off exceeding local and state requirements