Virtual Wealth Advisor - New York, NY
About The Position
Citizens Wealth Management is hiring Virtual Wealth Advisors to deliver personalized financial strategies to mass affluent clients and grow market share. Based at a Citizens corporate office, the advisor serves customers virtually by phone and video and acts as their primary contact for investment needs. The role focuses on growing client assets, retaining existing clients, and acquiring new ones while providing service and sales solutions tailored to clients’ financial needs and goals. The advisor works with an assigned circuit of branches, develops relationships with branch personnel, and engages customers virtually to assess their investment needs. This includes reviewing information such as assets, income, debts and other liabilities, cash flow, and tax status; recommending investment strategies; and presenting suitable investment choices. The advisor evaluates investment options and potential products in light of market conditions and each client’s circumstances, and works to meet and exceed sales goals while complying with Citizens policies and procedures and applicable regulatory and legal requirements.
Requirements
- Active Series 7 and Series 66 licenses, or Series 65 and Series 63 licenses.
- Active life insurance license.
- Established track record of top-ranked sales performance.
- Experience and comfort with virtual and phone-based customer service and sales.
- Ability to adapt quickly to changing requirements or environments.
Nice To Haves
- Experience with virtual and phone-based sales of financial or investment products.
Responsibilities
- Deliver outstanding virtual customer service and personalized financial strategies to mass affluent clients.
- Analyze clients’ investment needs and provide investment strategies, choices, and products suited to their circumstances.
- Grow client assets and retain and acquire clients by serving as the primary contact for investment needs.
- Proactively identify, engage, and sell investment and insurance products and services to current and potential clients.
- Develop and expand client relationships and build a book of business.
- Work with an assigned circuit of branches and develop strong working relationships with branch personnel.
- Meet and exceed branch and personal sales goals through an efficient, detailed, and resourceful approach.
- Participate in opportunities to expand knowledge, influencing skills, and interpersonal skills.
- Maintain compliance with Citizens policies and procedures and applicable regulatory and legal requirements.
Benefits
- Competitive pay and opportunity to earn additional incentive earnings.
- Comprehensive medical coverage.
- Dental coverage.
- Vision coverage.
- Retirement benefits.
- Maternity and paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
- Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
