Current jobs related to Financial Advisor - NASHUA - Citizens

  • Financial Analyst

    1 month ago

    Nashua, New Hampshire, United States 1A Auto Full time

    About 1A AutoWe are a high-growth e-commerce company that prides itself on employing the best talent. Our team members bring unique skill sets to the table, and collectively, we have a track record of accomplishing challenging goals. We are an online aftermarket auto parts retailer headquartered in the northwest of Boston, and we are a leader in our market,...

  • Financial Analyst

    2 weeks ago

    Nashua, New Hampshire, United States 1A Auto Full time

    About 1A AutoWe are a high-growth e-commerce company that prides itself on employing the best talent. Our team members bring unique skill sets to the table, and collectively, we have a track record of accomplishing challenging goals. We are an online aftermarket auto parts retailer headquartered in the northwest of Boston, and we are a leader in our market,...

  • Financial Analyst

    3 weeks ago

    Nashua, United States 1A Auto Full time

    About 1A Auto1A Auto is a high growth e-commerce company and we pride ourselves on employing the best talent. Each team member brings a unique skill set to the table and collectively have a track record of accomplishing the most challenging of goals. We are an online aftermarket auto parts retailer headquartered northwest of Boston. We are a leader in our...

  • Financial Analyst

    3 months ago

    Nashua, United States 1A Auto Full time

    About 1A Auto1A Auto is a high growth e-commerce company and we pride ourselves on employing the best talent. Each team member brings a unique skill set to the table and collectively have a track record of accomplishing the most challenging of goals. We are an online aftermarket auto parts retailer headquartered northwest of Boston. We are a leader in our...

  • Branch Office Administrator

    2 weeks ago

    Nashua, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 weeks ago

    Nashua, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    7 days ago

    Nashua, New Hampshire, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesDeepen and broaden client relationships through...

  • Locum physician

    4 weeks ago

    Nashua, United States Locum Jobs Online Full time

    Locum Jobs Online is working with Locum Tenens.com to find a qualified Neurology MD in New Hampshire! About The Position A critical access hospital is seeking a neurologist for locum tenens coverage. The facility is located west of Lewiston, New Hampshire. The schedule is Monday-Friday from 8am-5pm. There will be outpatient with general neurology. Dates...

  • Investment Consultant

    1 month ago

    Nashua, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Communications Business Partner

    2 weeks ago

    Nashua, New Hampshire, United States BAE Systems USA Full time

    Job DescriptionYou don't see it, but it's there. Our employees work on the world's most advanced electronics – from saving emissions in the City of Lights to powering the Mars Rover to protecting the F-35 fighter jet. At Electronic Systems, you'll be among the brightest minds, working on the aerospace and defense industry's most difficult problems. Drawing...

  • Communications Business Partner

    2 weeks ago

    Nashua, New Hampshire, United States BAE Systems USA Full time

    Job DescriptionYou don't see it, but it's there. Our employees work on the world's most advanced electronics – from saving emissions in the City of Lights to powering the Mars Rover to protecting the F-35 fighter jet. At Electronic Systems, you'll be among the brightest minds, working on the aerospace and defense industry's most difficult problems. Drawing...

  • Branch Office Administrator

    2 weeks ago

    Nashua, NH, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 weeks ago

    Nashua, NH, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

Financial Advisor

2 months ago

NASHUA, 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

##LI-CITIZENS6

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 value diversity, equity and inclusion, and treat everyone with respect and professionalism. 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.