Virtual Wealth Advisor - New York, NY

Citizens•New York, NY

6h•$65,000 - $70,000•Onsite

About The Position

Citizens Wealth Management is hiring a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients and grow the division’s investment-services business. Based at a Citizens corporate office, the advisor serves customers virtually by phone and video and acts as their primary point of contact for investment needs. The role focuses on growing client assets, retaining existing clients, and acquiring new ones while providing service and sales solutions aligned with clients’ financial needs and goals. The advisor works with an assigned circuit of branches, engaging customers virtually to understand their investment needs and recommend strategies and investment choices. This includes reviewing clients’ assets, income, debts and other liabilities, cash flow, and tax status; evaluating investment options; and identifying suitable strategies and potential products based on market conditions and each client’s circumstances. The role also involves proactively promoting and selling investment products and services, building relationships with branch personnel, and meeting or exceeding sales goals. The advisor must comply with Citizens Financial Group 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 servicing and sales.
Ability to adapt quickly to changing requirements or environments.

Nice To Haves

Experience selling financial or investment products.

Responsibilities

Deliver outstanding, personalized customer service to clients.
Analyze clients’ investment needs and recommend investment strategies and products.
Achieve sales growth goals by providing an exceptional virtual experience.
Proactively develop and expand client relationships and build a book of business.
Retain and acquire clients and grow client assets.
Proactively engage potential new clients to promote and sell investment products and services.
Develop strong working relationships with branch personnel.
Maintain attention to detail, self-motivation, and resourcefulness to achieve branch and personal goals.
Participate in opportunities to expand knowledge, influencing skills, and interpersonal skills.
Comply with Citizens policies and procedures and applicable regulatory and legal requirements.

Benefits

Competitive pay and opportunity to earn additional incentive earnings.
Medical coverage.
Dental coverage.
Vision coverage.
Retirement benefits.
Maternity and paternity leave.
Flexible work arrangements.
Education reimbursement.
Wellness programs.
Paid time off that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.