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Virtual Wealth Advisor Mass Affluent Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2025-12-09
Listing for:
Citizens Bank
Full Time
position Listed on 2025-12-09
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services provider is seeking a Virtual Financial Advisor based in Boston, MA. This role involves delivering personalized financial strategies to clients and requires valid licenses such as Series 7 and 66. Candidates should have a strong background in sales and comfort with virtual client engagement. This position is crucial for growing client assets and maintaining regulatory compliance.
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