Virtual Wealth Advisor - Cleveland, OH

Citizens Bank
Cleveland
Workplace: HybridFull timeUSD 65,000 - 70,000 annuallyFunction: SalesEducation: high_schoolSkills: ["Customer service","Sales","Relationship building","Attention to detail","Adaptability"]

Provide personalized investment and insurance guidance to mass affluent clients virtually by phone and video, serving as the single point of contact for investment needs. Analyze client assets, income, debts, cash flow, and tax status to recommend strategies and investment options, while evaluating market conditions. Build and expand a book of business, achieve sales growth goals, maintain strong relationships with branch personnel, and ensure full compliance with policies, regulatory, and legal requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Citizens Bank
Citizens Bank
2 days ago

Virtual Wealth Advisor - Cleveland, OH

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide personalized investment and insurance guidance to mass affluent clients virtually by phone and video, serving as the single point of contact for investment needs. Analyze client assets, income, debts, cash flow, and tax status to recommend strategies and investment options, while evaluating market conditions. Build and expand a book of business, achieve sales growth goals, maintain strong relationships with branch personnel, and ensure full compliance with policies, regulatory, and legal requirements.
Location: Cleveland
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver world-class customer service while identifying and selling investment and insurance products virtually.
  • •Analyze client investment needs and recommend investment strategies and choices based on client information and market conditions.
  • •Grow and expand a book of business by proactively developing and strengthening client relationships.
  • •Drive sales growth goals through an exceptional virtual customer experience.
  • •Maintain compliance with Citizens Financial Group policies and all regulatory and legal requirements.

Pay and Benefits

Salary: USD 65,000 - 70,000 annually
Perks:Health InsuranceDentalVisionParental LeaveLearning Budget

Key Requirements

  • •Hold active Series 7 and 66 (65 and 63) registrations, and life insurance licenses.
  • •Demonstrate an established track record of top-ranked sales performance.
  • •Have experience and comfort servicing and selling virtually and by phone in financial/investment products.
  • •Adapt quickly to changing requirements or environments.
  • •Provide personalized financial strategies by analyzing client information and investment needs.
Experience:Financial servicesInvestment servicesWealth management
Education:High School
Skills:Customer serviceSalesRelationship buildingAttention to detailAdaptability
Licenses:Series 7Series 66Life insurance license
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