Citizens Financial Group: Virtual Financial Advisor

Headquarters: United States URL: http://citizensbank.com

About the Role

Citizens Wealth Management is focused on growing its market share and is hiring talented Financial Advisors. The Virtual Financial Advisor is a key role within our Wealth Management division, responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals.

The successful candidate will work with a set circuit of branches and engage with customers virtually to determine their investment needs, recommend investment strategies, and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow, and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Primary 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-motivated, and resourceful 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

Hours and Work Schedule

Hours per Week: 40
Work Schedule: Varies

To Apply

https://weworkremotely.com/remote-jobs/citizens-financial-group-virtual-financial-advisor