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Virtual Wealth Strategist Client
Job in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-06-03
Listing for:
Citizens
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
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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