Investment Consultant

2 weeks ago


Conshohocken, Pennsylvania, United States Citizens Financial Group, Inc. Full time
Job Overview

Citizens Financial Group, Inc. is a respected leader in the investment services sector, dedicated to expanding our influence in the markets we serve. We are seeking skilled Financial Advisors who can proactively identify and promote a diverse range of Investment and Insurance solutions to our clientele.

The Virtual Financial Advisor plays a pivotal role within our Wealth Management division, tasked with delivering tailored financial strategies to our mass affluent clients. This position operates from a Citizens corporate office and engages with clients through virtual channels such as phone and video. The primary goal of this trusted advisor is to enhance client assets, retain existing clients, and attract new ones by serving as the primary contact for their investment requirements. The Virtual Financial Advisor must adhere to all Citizens Financial Group policies, as well as comply with regulatory and legal standards. This role demands a comprehensive approach to providing exceptional service and sales solutions to fulfill clients' financial objectives.

Key Responsibilities
  • Client Focus: Strive to deliver exceptional customer service.
  • Sales Growth: Assess client investment needs and achieve sales targets by providing an outstanding virtual experience.
  • Business Development: Actively seek opportunities to cultivate and enhance client relationships.
  • Efficiency Maximization: Demonstrate attention to detail, self-motivation, and resourcefulness to meet both branch and personal objectives.
  • Professional Growth: Engage in opportunities to broaden knowledge, influence, and interpersonal skills.
Qualifications and Credentials
  • Possession of active Series 7 and 63 licenses, along with life insurance certifications.
  • Proven track record of high sales performance.
  • Experience with virtual and phone-based service and sales, preferably in financial or investment products.
  • Ability to quickly adapt to evolving requirements or environments.
Work Schedule
  • Weekly Hours: 40
  • Schedule: Flexible
About Citizens Financial Group

Commitment to Diversity

At Citizens, we prioritize diversity, equity, and inclusion, treating all individuals with respect and professionalism. Employment decisions are made based solely on experience, performance, and capability. Citizens and its affiliates provide equal employment and advancement opportunities to all employees and applicants without regard to any protected category.

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