Virtual Wealth Advisor - Rochester, NY

Citizens Bank•United States,

5h•$65,000 - $70,000•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 virtually via phone and video, with the primary objective of growing client assets, retaining existing clients, and acquiring new ones. The Virtual Wealth Advisor will serve as the single point of contact for investment needs, ensuring compliance with all Citizens Financial Group policies, procedures, and regulatory requirements. The role demands a holistic, virtual delivery of outstanding service and sales solutions to meet clients’ financial needs and goals.

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