Financial Advisor

3 months ago

Upper St Clair, United States Citizens Full time

Description

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video.  The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, 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 in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals.  The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. 

Primary responsibilities include

  • 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

Qualifications, Education, Certifications and/or Other Professional Credentials

  • ​​​​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

Hours and Work Schedule

  • Hours per Week: 40
  • Work Schedule: varies

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • Advisor Development Program

    2 weeks ago

    Upper Saint Clair, United States Disability Solutions Full time

    Job Description:At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when...

  • Senior Financial Advisor, Lead Wealth Strategist

    2 weeks ago

    St Louis, Missouri, United States Vantage Point Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Vantage Point Financial. This is an excellent opportunity for a motivated professional to work with a fast-growing holistic financial planning firm that provides comprehensive financial planning services.As a Senior Financial Advisor, you will be...

  • Financial Advisor

    2 months ago

    St. Louis, United States Thrivent Full time

    *Meaningful work. Rewarding career.*Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...

  • Financial Advisor

    4 weeks ago

    St. Louis, MO, United States Thrivent Full time

    *Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your...

  • Retirement Solutions Advisor

    3 days ago

    St Louis, Missouri, United States Vantage Point Financial Full time

    Key ResponsibilitiesAs a Senior Financial Advisor at Vantage Point Financial, your primary responsibilities will include conducting thorough analyses of clients' financial situations, providing tailored recommendations, and staying informed about the latest financial products and industry trends.

  • Client Service Associate

    1 day ago

    St Louis, United States Larson Financial Group Full time

    Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area to manage the client service operations of an Advisor's practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed...

  • Financial Advisor | Branch Development Specialist

    3 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About Edward JonesWe are a financial services firm where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and...

  • Wealth Management Advisor

    2 months ago

    St Matthews, United States Insight Global Full time

    Day to Day: A client is looking for an experienced Wealth Advisor to join their team in the Saint Matthews, KY area. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. They will work with ultra high net worth clients and really deepen those client relationships. Their main responsibilities...

  • Senior Wealth Advisor

    4 weeks ago

    St Matthews, United States Insight Global Full time

    Insight Global is looking for a Senior Wealth Advisor in the St. Matthews, KY area! Below is more information in what we are looking for in candidates and what the day to day responsibilities of the position:Desired skills and Experience:Successful investment and/or portfolio management experience, within the banking or financial services industry CFP or...

  • Financial Consultant

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Edward Jones. As a key member of our organization, you will be responsible for providing exceptional client service and tailored solutions to meet their financial needs.Key ResponsibilitiesAct as the primary point of contact for clients, including SEP/Simple IRA...

  • Fitness Advisor

    1 month ago

    St Joseph, United States Genesis Health Clubs Full time

    We are currently seeking FITNESS ADVISORS to assist in the financial growth and success of Genesis Health Clubs. Mainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants will be self-motivated, have a strong sales background, along with the ability to work...

  • Fitness Advisor

    1 month ago

    St Joseph, United States Genesis Health Clubs Full time

    We are currently seeking FITNESS ADVISORS to assist in the financial growth and success of Genesis Health Clubs. Mainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants will be self-motivated, have a strong sales background, along with the ability to work...

  • Customer Account Associate | St. Petersburg, FL

    1 week ago

    St. Petersburg, United States Raymond James Financial Full time

    Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulat Associate, Financial Advisor, Account, Customer, Retail Learn More

  • Client Services Representative

    4 weeks ago

    St Paul, United States Cetera Financial Group Full time

    Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected. We're looking for individuals who thrive on...

  • Service Professional

    4 months ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and...

  • Junior Trader

    2 weeks ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are...

  • Junior Trader

    2 weeks ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are...

  • Senior Investment Solutions Specialist

    3 days ago

    St Paul, United States Cetera Financial Group Full time

    Cetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM).This role is for those who thrive in a fast-paced environment...

  • Senior Fiduciary Advisor

    3 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Job OverviewEdward Jones is a leading financial services firm that values its clients above all else. As a Senior Fiduciary Advisor, you will play a vital role in delivering exceptional client service and ensuring the long-term success of our clients' investments.The Position:In this salaried position, you will work closely with our Financial Advisors to...

  • Client Service Associate

    1 month ago

    St Louis, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Service, Processing, Branch Manager, Retail, Client