Virtual Wealth Advisor - Greater Philadelphia, PA

Citizens Bank
United States
Full timeUSD 65,000 - 70,000 annuallyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Sales","Attention to detail","Self-motivation","Interpersonal skills"]

Serve as a Virtual Wealth Advisor for mass affluent clients, delivering personalized investment and insurance strategies as a trusted single point of contact. Work virtually via phone and video from a corporate office, analyze client financial information, recommend investment options, and actively grow and retain client assets. Meet and exceed sales goals through an exceptional virtual client experience while maintaining compliance with regulatory and internal policies and partnering with branch personnel.

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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: 15 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as a Virtual Wealth Advisor for mass affluent clients, delivering personalized investment and insurance strategies as a trusted single point of contact. Work virtually via phone and video from a corporate office, analyze client financial information, recommend investment options, and actively grow and retain client assets. Meet and exceed sales goals through an exceptional virtual client experience while maintaining compliance with regulatory and internal policies and partnering with branch personnel.
Location: United States
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Deliver world-class customer service to clients in a virtual setting.
  • •Analyze clients’ investment needs and recommend investment strategies and product choices.
  • •Proactively seek ways to develop and expand client relationships and grow a book of business.
  • •Meet and exceed identified sales goals through an exceptional virtual experience.
  • •Maintain compliance and use analysis of client assets, income, debts, liabilities, cash flow, and tax status to support recommendations.

Pay and Benefits

Salary: USD 65,000 - 70,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsPaid LeaveParental LeaveLearning BudgetWellness Stipend

Key Requirements

  • •Active Series 7, 66 (65 and 63), and life insurance licenses.
  • •Established track record of top-ranked sales performance.
  • •Experience and comfort servicing and selling virtually via phone in financial or investment product sales.
  • •Adapt quickly to changing requirements or environments.
  • •Maintain compliance with Citizens Financial Group policies, regulatory, and legal requirements.
Experience:Financial servicesInvestment servicesInsurance
Education:High School in High School Graduate/GED
Skills:Customer serviceSalesAttention to detailSelf-motivationInterpersonal skills
Certifications:Series 7Series 66 (65 and 63)Life 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