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Virtual Wealth Strategist Client

Job in Johnston, Providence County, Rhode Island, 02919, USA
Listing for: Citizens
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 65000 - 70000 USD Yearly USD 65000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Virtual Wealth Strategist for Client Growth

Citizens is hiring a Virtual Wealth Advisor focused on delivering personalized financial strategies to clients. The role involves engaging with customers virtually to assess their investment needs and recommend suitable products. Candidates must possess active Series 7 and 66 licenses and demonstrate strong sales performance.

Responsibilities include providing exceptional customer service, analyzing investment strategies, and seeking to expand client relationships. The salary ranges from $65,000 to $70,000 annually with additional incentives.

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