Financial Advisor
4 days ago
Citizens Wealth Management is a leading provider of investment services, and we are seeking a talented Financial Advisor to join our team. As a 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 exceptional customer service and sales solutions.
Key Responsibilities:- Focus on clients: Aspire to deliver world-class customer service
- Drive sales: Analyze the clients' 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
- 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
- Competitive pay
- Comprehensive medical, dental, and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
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Financial Services Professional
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Financial Services Professional
4 weeks ago
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