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Strategic Virtual Wealth Advisor
Job in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-06-02
Listing for:
Citizens Bank
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Citizens Bank seeks a Virtual Wealth Advisor to deliver personalized financial strategies remotely. The role focuses on growing client investments and requires active Series 7, 66, and life insurance licenses, along with a strong sales performance track record.
The successful candidate will work virtually with clients, analyze their needs, and recommend strategies. We offer competitive pay, financial benefits, and a commitment to fostering an inclusive atmosphere.
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