Virtual Wealth Advisor - Greater Philadelphia, PA

Citizens Bank
United States
Workplace: HybridFull timeUSD 65,000 - 70,000 annuallyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Sales","Relationship building","Self-motivation","Resourcefulness","Attention to detail","Influencing","Interpersonal skills","Compliance","Adaptability"]

Deliver personalized financial strategies to mass affluent clients as a Virtual Wealth Advisor, acting as the primary point of contact for investment needs. Work from a Citizens office base while servicing clients virtually via phone and video, analyzing assets, income, debts, cash flow, and tax status to recommend investment strategies. Proactively grow and retain client relationships, achieve sales growth goals, and maintain compliance with Citizens policies and regulatory requirements.

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Citizens Bank
Citizens Bank
2 days ago

Virtual Wealth Advisor - Greater Philadelphia, PA

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Deliver personalized financial strategies to mass affluent clients as a Virtual Wealth Advisor, acting as the primary point of contact for investment needs. Work from a Citizens office base while servicing clients virtually via phone and video, analyzing assets, income, debts, cash flow, and tax status to recommend investment strategies. Proactively grow and retain client relationships, achieve sales growth goals, and maintain compliance with Citizens policies and regulatory requirements.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Deliver world-class customer service to clients as the primary trusted advisor.
  • •Drive sales growth by analyzing client investment needs and delivering an exceptional virtual experience.
  • •Proactively seek ways to build and expand client relationships and grow a book of business.
  • •Analyze and evaluate investment options based on market conditions and client circumstances.
  • •Maintain compliance with Citizens Financial Group policies and applicable regulatory and legal requirements.

Pay and Benefits

Salary: USD 65,000 - 70,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

Key Requirements

  • •Active Series 7 and Series 66 (65 and 63) and life insurance licenses.
  • •Demonstrated track record of top-ranked sales performance.
  • •Experience and comfort servicing and selling via virtual and phone-based channels, ideally investment products.
  • •Ability to analyze client information (assets, income, debts, liabilities, cash flow, tax status) to recommend strategies.
  • •Ability to adapt quickly to changing requirements or environments while meeting sales goals.
Education:High School
Skills:Customer serviceSalesRelationship buildingSelf-motivationResourcefulnessAttention to detailInfluencingInterpersonal skillsComplianceAdaptability
Licenses:Life insurance licenseSeries 7Series 66 (65 and 63)
Certifications:Series 7Series 66Life insurance license

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website