Virtual Wealth Advisor - Boston, MA

About the role

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements.

Responsibilities

• Focus on clients: Aspire to deliver world-class customer service
• Drive sales: Analyze the client’s 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

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

Qualifications, Education, Certifications and/or Other Professional Credentials

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

Skills

Proactive identification and selling of a broad array of Investment and Insurance products

Ability to analyze client investment needs and achieve sales growth goals

Knowledge of market conditions and client circumstances to identify investment strategies and potential products

Ability to develop and expand client relationships

Attention to detail, self-motivation, and resourcefulness to achieve branch and personal goals

Participation in opportunities to expand knowledge and influence interpersonal skills

Benefits

Competitive pay

Comprehensive medical, dental and vision coverage

Roth IRA contributions

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

More details available upon request

Pay

$65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings

Schedule

Hours per Week: 40
Work Schedule: M-F