Financial Advisor - Rochester, NY

Citizens Securities • Greece, NY

400d • $65,000 - $70,000

About The Position

The Virtual Financial Advisor at Citizens Wealth Management plays a crucial role in delivering personalized financial strategies to mass affluent clientele. This position focuses on growing client assets, retaining and acquiring new clients through virtual interactions, and ensuring compliance with all regulatory requirements. The advisor will analyze clients' financial situations and recommend suitable investment strategies while striving to meet sales goals and enhance client relationships.

Requirements

• Active Series 7, 66 (65 and 63), and life insurance licenses.
• Established track record of top-ranked sales performance.
• Experience with virtual and phone-based servicing and sales, ideally in financial or investment products.
• Ability to adapt quickly to changing requirements or environments.
• Strong attention to detail, self-motivation, and resourcefulness.

Nice To Haves

• Experience in financial planning or wealth management.
• Strong interpersonal and influencing skills.

Responsibilities

• Deliver personalized financial strategies to mass affluent clientele.
• Analyze clients' investment needs and recommend investment strategies.
• Proactively engage potential new clients to promote and sell investment products and services.
• Maintain compliance with all Citizens Financial Group policies and procedures, as well as regulatory and legal requirements.
• Build and expand client relationships to grow a book of business.
• Provide world-class customer service in a virtual capacity.
• Strive to meet and exceed identified sales goals.

Benefits

• Competitive pay with additional incentive earnings.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits including 401k.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy that exceeds mandatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed