Join Citizens Wealth Management as a Virtual Financial Advisor, where you'll deliver personalized financial strategies to mass affluent clients. This role focuses on growing client assets, achieving sales goals, and providing outstanding virtual service. Enjoy a collaborative work culture and numerous benefits while helping clients achieve their financial goals.
Key Responsibilities
Deliver personalized financial strategies to clients
Analyze clients' investment needs and recommend strategies
Engage potential new clients and promote investment products
Achieve sales growth goals
Build and expand client relationships
Required Qualifications
Active Series 7 and 66 (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
Experience in financial or investment product sales
Ability to adapt quickly to changing requirements
Benefits & Perks
Comprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off exceeding mandatory policies