Virtual Wealth Advisor - Greater Philadelphia, PA

Deliver personalized investment and insurance strategies for mass affluent clients in a virtual, phone-and-video setting. Act as the single point of contact for investment needs—growing client assets, retaining and acquiring new clients, and achieving sales growth goals. Analyze client assets, income, liabilities, cash flow, and tax status to recommend and present investment options. Maintain compliance with Citizens Financial Group policies and regulatory requirements while building relationships with branch personnel.