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Financial Services Professional

1 month ago

Yonkers, New York, United States Citizens Full time
Job Summary

Citizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through virtual interactions.

Key Responsibilities
  • Proactively identify and sell a broad array of Investment and Insurance products to customers
  • Deliver personalized financial strategies to mass affluent clientele
  • Grow client assets and retain and acquire new clients through virtual interactions
  • Maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements
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
What We Offer
  • Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more
  • A supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.