Virtual Wealth Advisor - Boston, MA

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 65,000 - 70,000 annuallyFunction: SalesEducation: high_schoolSkills: ["Customer service","Sales","Relationship building","Attention to detail","Interpersonal skills"]

Deliver personalized investment and insurance strategies for mass affluent clients as the single point of contact, serving customers virtually via phone and video. Proactively assess client needs from financial information, recommend investment options, and present strategies to grow and retain client assets. Meet and exceed sales goals, build a book of business, and partner with branch personnel while maintaining required compliance with company policies and regulatory requirements.

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FursaFursa
Citizens Bank
Citizens Bank
2 days ago

Virtual Wealth Advisor - Boston, MA

✓ Verified Job

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

Deliver personalized investment and insurance strategies for mass affluent clients as the single point of contact, serving customers virtually via phone and video. Proactively assess client needs from financial information, recommend investment options, and present strategies to grow and retain client assets. Meet and exceed sales goals, build a book of business, and partner with branch personnel while maintaining required compliance with company policies and regulatory requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide world-class customer service to clients, delivering a holistic, virtual experience.
  • •Analyze client investment needs and recommend strategies and investment choices to drive sales growth.
  • •Proactively develop and expand client relationships to grow a book of business.
  • •Work efficiently with attention to detail and self-motivation to achieve branch and personal goals.
  • •Continuously build capabilities through opportunities to strengthen influencing and interpersonal skills.

Pay and Benefits

Salary: USD 65,000 - 70,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsPaid 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 with virtual and phone-based servicing and sales for financial or investment products.
  • •Ability to deliver results while maintaining compliance with required policies, procedures, and regulatory/legal requirements.
  • •Able to adapt quickly to changing requirements or environments.
Experience:Wealth managementFinancial services
Education:High School
Skills:Customer serviceSalesRelationship buildingAttention to detailInterpersonal skills
Licenses:Series 7Series 66Series 65Life insurance license
Certifications:Series 7Series 66Series 65Life 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