Virtual Wealth Advisor for Mass Affluent Clients
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-04
Listing for:
Flagstar Bank
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Flagstar Bank seeks a Virtual Financial Consultant to deliver personalized financial guidance to mass affluent clients entirely remotely. You will build a scalable book of business, provide holistic planning, and connect clients with Flagstar’s broader wealth services.
The role requires series 7/66 licenses, an undergraduate finance-related degree, and active life/health licenses or ability to obtain quickly. Expect a competitive compensation package and compliance-driven environment.
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