Virtual Wealth Advisor: Investment Guidance
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Citizens Wealth Management is seeking a Virtual Wealth Advisor to proactively identify and sell a broad array of Investment and Insurance products to mass affluent clients. The role is based in a Citizens corporate office but serves clients virtually via phone and video, focusing on growing assets and acquiring new clients as the single point of contact for investment needs.
The advisor will work with a circuit of branches, analyze client information, recommend investment strategies, and strive
We are looking to fill the Virtual Wealth Advisor:
Investment Guidance position at Citizens Careers in Town of Amherst, NY, United States.
Step into the Virtual Wealth Advisor:
Investment Guidance role at Citizens Careers in Town of Amherst, NY, United States and grow with us.
Please review the full job details above before applying.
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