Citizens Bank

3 months ago

Virtual Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Virtual Wealth Advisor delivering personalized investment strategies to mass affluent clients via phone and video, building a book of business, and meeting sales goals. You collaborate with branch staff, work across a circuit of offices, and ensure compliance while providing world-class client service and ongoing professional development in wealth management.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Focus on clients: deliver world-class customer service and act as the single point of contact for investment needs
•Drive sales by analyzing client investment needs and achieving sales growth through virtual experiences
•Build book of business by developing and expanding client relationships with branch personnel
•Maximize personal efficiency through attention to detail, self-motivation, and resourcefulness to meet branch and personal goals
•Grow capabilities by actively seeking opportunities to expand knowledge and interpersonal skills

Pay and Benefits

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

Key Requirements

•Active Series 7, 66 (65 and 63) licenses and life insurance licenses
•Proven track record of top-ranked sales performance
•Experience with virtual and phone-based servicing and sales in financial or investment products
•Ability to adapt to changing requirements or environments
•Strong analytical skills to assess client financial situations and investment needs

Experience:Wealth managementInvestment servicesFinancial servicesSales

Education:High School

Skills:CommunicationInterpersonalProblem-solvingAttention to detailAdaptability

Certifications:Series 7Series 66Series 63Life Insurance License

Languages:English

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

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Citizens Bank

3 months ago

Virtual Wealth Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Focus on clients: deliver world-class customer service and act as the single point of contact for investment needs
•Drive sales by analyzing client investment needs and achieving sales growth through virtual experiences
•Build book of business by developing and expanding client relationships with branch personnel
•Maximize personal efficiency through attention to detail, self-motivation, and resourcefulness to meet branch and personal goals
•Grow capabilities by actively seeking opportunities to expand knowledge and interpersonal skills

Pay and Benefits

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

Key Requirements

•Active Series 7, 66 (65 and 63) licenses and life insurance licenses
•Proven track record of top-ranked sales performance
•Experience with virtual and phone-based servicing and sales in financial or investment products
•Ability to adapt to changing requirements or environments
•Strong analytical skills to assess client financial situations and investment needs

Experience:Wealth managementInvestment servicesFinancial servicesSales

Education:High School

Skills:CommunicationInterpersonalProblem-solvingAttention to detailAdaptability

Certifications:Series 7Series 66Series 63Life Insurance License

Languages:English

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