Investment Strategies Advisor

5 days ago


Albany, New York, United States Citizens Full time

Citizens Wealth Management is a leading provider in the investment services industry, dedicated to expanding its market share across the United States. We are currently seeking a skilled Investment Strategies Advisor who will proactively identify and sell a diverse range of investment and insurance products to our clients.

The Virtual Investment Strategies Advisor plays a key role within our Wealth Management division, responsible for delivering personalized financial strategies to high net worth clientele. Based out of one of our corporate office locations, this virtual advisor will work closely with customers via phone and video to grow client assets, retain existing clients, and acquire new ones as their single point of contact for investment needs.

This trusted advisor must maintain compliance with all Citizens Financial Group policies and procedures, as well as regulatory and legal requirements. In a virtual capacity, they will provide exceptional service and sales solutions to meet clients' financial needs and goals, striving to exceed identified sales targets.

Key responsibilities include:

  • Focusing on clients: Deliver world-class customer service
  • Driving sales: Analyze clients' investment needs and achieve sales growth goals by delivering an exceptional virtual experience
  • Building book of business: Proactively seek ways to develop and expand client relationships
  • Maximizing personal efficiency: Demonstrate attention to detail, self-motivation, and resourcefulness to achieve branch and personal goals
  • Growing own capabilities: Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills

To be successful in this role, you will require:

  • Active Series 7, 66 (65 and 63), and life insurance licenses
  • An 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
  • The ability to adapt quickly to changing requirements or environments

We offer a competitive base salary with potential to earn commission, providing individuals in this role have historically earned between $90,000 - $105,000 per year based on performance and productivity against commission plan parameters. A component of that compensation includes a salary ranging between $60,000- $70,000 per year.

We provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Our paid time off policy exceeds local and state mandatory requirements, ensuring you have ample time to relax and recharge.

At Citizens, we value diversity and inclusion, fostering a culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. We are committed to equal employment and advancement opportunities for all colleagues and applicants without regard to age, ancestry, color, citizenship, disability, ethnicity, gender, gender identity, genetic information, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other protected category.



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