Virtual Wealth Advisor - Astoria / Long Island City, NY

Citizens Financial Group•Astoria, NY

17h•Hybrid

About The Position

Citizens Wealth Management is seeking talented Virtual Wealth Advisors to identify and sell investment and insurance products to customers. This role is responsible for delivering personalized financial strategies to mass affluent clientele virtually via phone and video. The primary objective is to grow client assets, retain and acquire new clients by being the single point of contact for investment needs. The Virtual Wealth Advisor must maintain compliance with all Citizens Financial Group policies, procedures, and regulatory requirements. This 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, engage with customers virtually to determine investment needs, recommend strategies, and present investment choices by analyzing client information (assets, income, debts, liabilities, cash flow, tax status). The Virtual Wealth Advisor compares and evaluates investment options, identifies strategies and potential products based on market conditions and client circumstances, and strives 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