Virtual Wealth Advisor - Greater Philadelphia, PA

About the role

Citizens Wealth Management is seeking talented Virtual Wealth Advisors to join our dynamic team. This role involves identifying and selling a wide range of investment and insurance products to mass affluent clients. The Virtual Wealth Advisor will work virtually, providing personalized financial strategies and maintaining compliance with all Citizens Financial Group policies and regulations.

Responsibilities

• Deliver world-class customer service
• Analyze client investment needs and achieve sales goals
• Develop and expand client relationships
• Maximize personal efficiency and attention to detail
• Actively participate in opportunities to enhance knowledge and skills
• Proactively engage potential new clients to promote and sell investment products and services

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
• Able to adapt quickly to changing requirements or environments

Qualifications

• Education and certifications as specified
• Comfortable with financial or investment product sales
• Self-motivated and resourceful

Benefits

The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Pay

The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

Schedule

Hours per week: 40
Work schedule: Monday through Friday

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.