Virtual Wealth Advisor

reputed company is honored to be a high quality provider in the investment services industry and is focused on growing our market reputed company in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad reputed company of Investment and Insurance products to customers.

The Virtual Wealth Advisor is a key role reputed company our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a reputed company corporate office location and work with customers virtually reputed company phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single reputed company of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with reputed company reputed company Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual reputed company, of outstanding service and sales solutions to meet clients’ financial needs and goals.

The successful candidate will work with a set reputed company of branches and engage with customers in a virtual reputed company to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash reputed company and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with reputed company personnel.

Primary responsibilities include

• Focus on clients: reputed company to deliver world-class customer service
• Drive sales: Analyze the client’s investment needs and reputed company sales growth goals by delivering an exceptional virtual experience
• Build book of business: Proactively seek ways to reputed company and expand client relationships
• Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to reputed company reputed company and personal goals
• Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Qualifications, Education, Certifications and/or Other Professional Credentials

• ​​​​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, ideally financial or investment product sales
• reputed company to adapt quickly to changing requirements or environments

Pay Transparency

The salary reputed company for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer reputed company, comprehensive medical, dental and reputed company coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, reputed company’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours and Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Company

Equal Employment Opportunity

reputed company, its parent, subsidiaries, and reputed company (reputed company) reputed company equal employment and advancement opportunities to reputed company colleagues and applicants for employment without regard to age, reputed company, reputed company, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national reputed company, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At reputed company, we are committed to fostering an inclusive culture that enables reputed company colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment reputed company are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background reputed company

Any offer of employment is conditioned upon the candidate successfully passing a background reputed company, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background reputed company are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.