Virtual Wealth Advisor - Johnston, RI
$65,000–$70,000 year
Remote · Johnston, Rhode Island, United States
Job Summary
Virtual Wealth Advisor delivers personalized financial strategies to mass affluent clients through virtual channels (phone and video) while building a book of business and ensuring compliance with regulatory requirements. Based out of a Citizens corporate office location, the role focuses on growing client assets, retaining and acquiring new clients, and providing world-class service and sales solutions in a virtual capacity. Responsibilities include analyzing client information to assess investment needs, recommending investment strategies, achieving sales goals, and maintaining strong relationships with branch personnel; requires active licenses and experience in virtual/remote advisory.
Required Qualifications
- Active Series 7, 66 (65 and 63), and life insurance licenses
- 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
- Hours per Week: 40; Work Schedule: M-F
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