Financial Services Professional

2 days ago


Yonkers, New York, United States Citizens Full time
Job Title: Virtual Financial Advisor

Citizens Wealth Management is a leading provider of investment services, dedicated to delivering exceptional value to our clients. We are seeking a talented Virtual Financial Advisor to join our team.

Job Summary:

The Virtual Financial Advisor will be responsible for delivering personalized financial strategies to mass affluent clientele. This role requires a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.

Key Responsibilities:
  • Proactively identify and sell a broad array of investment and insurance products to customers
  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Provide personalized financial strategies and recommendations to clients
  • Maintain compliance with all Citizens Financial Group policies and procedures, as well as regulatory and legal requirements
  • Work with a set circuit of branches to engage with customers and determine their investment needs
Requirements:
  • Active Series 7 and 63 licenses, 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
  • Ability to adapt quickly to changing requirements or environments
What We Offer:

Citizens offers a competitive salary range of $65,000-$70,000 per year, plus an opportunity to earn additional incentive earnings. We also provide comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

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.



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