Virtual Wealth Advisor - Fishkill, NY

Citizens Bank•Town of Fishkill, NY

15h•Hybrid

About The Position

Citizens Wealth Management is seeking talented Virtual Wealth Advisors to proactively identify and sell a broad array of Investment and Insurance products to customers. This role is responsible for delivering personalized financial strategies to mass affluent clientele, working virtually via phone and video from a Citizens corporate office. The primary objective is to grow client assets, retain and acquire new clients by being the single point of contact for investment needs, while maintaining compliance with all Citizens Financial Group policies, procedures, and regulatory requirements. The role requires a holistic delivery of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers virtually to determine their investment needs, recommend investment strategies, and present investment choices by analyzing client information including assets, income, debts, liabilities, cash flow, and tax status. The Virtual Wealth Advisor will compare and evaluate possible investment options, identify strategies and products based on market conditions and client circumstances, and strive to meet and exceed sales goals. The role also involves proactively engaging potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

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, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments

Responsibilities

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