Virtual Wealth Advisor - Greater Philadelphia, PA
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. The successful candidate will work with a set circuit of branches, engaging customers virtually to determine investment needs, recommend strategies, and present choices by analyzing client information. They will compare and evaluate investment options, identify strategies and products based on market conditions and client circumstances, and strive to meet and exceed sales goals. Proactive engagement with potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel, is also a key aspect of this role.
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
Benefits
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
