Virtual Wealth Advisor
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Location: Village of Fairport
Citizens Wealth Management is seeking Virtual Wealth Advisors to deliver personalized financial strategies to mass affluent clients. Based in a Citizens corporate office, you will engage virtually via phone and video to grow client assets, retain and acquire new clients, and be the single point of contact for investment needs.
You will work with a circuit of branches, recommending investment strategies by analyzing client information and market conditions.
This position is for the Virtual Wealth Advisor — Flexible Work & Growth role at Citizens.
We would love to welcome a new Virtual Wealth Advisor — Flexible Work & Growth to our group in Village of Fairport, NY, United States.
For the Virtual Wealth Advisor — Flexible Work & Growth position at Citizens, we are reviewing applications now.
Step into the Virtual Wealth Advisor — Flexible Work & Growth role at Citizens in Village of Fairport, NY, United States and grow with us.
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