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Virtual Wealth Advisor: Client Assets & Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Citizens Bank
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
Location: New York
A financial services company based in New York is seeking a Virtual Financial Advisor to deliver personalized financial strategies to affluent clients. This role involves analyzing clients' investment needs, presenting options, and building strong relationships. The ideal candidate will have active Series 7 and 66 licenses, a strong record in sales, and experience in virtual environments. Comprehensive benefits and a competitive salary of $65,000 - $70,000 per year, plus incentives, are offered.
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